Plant-based meat has been all the rage of late, with Beyond Meat and the Impossible Burger hitting the fast food circuit. It's not just vegetarians eating them either. Veggie burgers are not new, they've been…
Mike FrazierJanuary 24, 2020
Our brand stands for service and we are built to last.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
How can we help you today?
WHAT WE DO
Investing is a journey.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
OUR WEEKLY MARKET UPDATES
Knowledge is power.
We have had the honor of being featured in many of the top market publications, both in print and online.
What's going on in the world... Market opens higher, set to erase yesterday’s sell-off. The virus scare in China seems to be getting worse with spreading, as a victim landed in Seattle yesterday. But the…
Mike FrazierJanuary 22, 2020
Market opens in the red to begin the holiday-shortened week. Earnings Season begins week 2 with expectations on the rise for solid reports. The fear of the virus spread from China seems to be weighing…
Mike FrazierJanuary 21, 2020
Plant-based meat has been all the rage of late, with Beyond Meat and the Impossible Burger hitting the fast food circuit. It's not just vegetarians eating them either. Veggie burgers are not new, they've been…
Mike FrazierJanuary 24, 2020
What's going on in the world... Market opens higher, set to erase yesterday’s sell-off. The virus scare in China seems to be getting worse with spreading, as a victim landed in Seattle yesterday. But the…
Mike FrazierJanuary 22, 2020
QUESTIONS
Contact Us
Thank you so much for your interest in Bedell Frazier. If you are interested to learn more or have any questions about our services, please fill out the form and be sure to include as many details as possible so we can best understand your needs.
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
questions@bedellfrazier.com
1-800-783-0344 | 925-932-0344
