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WEALTH MANAGEMENT

Bull & Bear offers a sophisticated approach that helps you achieve long-term financial security and success. We work closely with you to accomplish your financial needs in a way that is comprehensive and collaborative. We want to help you understand your risk tolerance and determine your asset allocation in order to construct a highly individualized portfolio to help you reach your financial goals.

 

Our goal is to help educate, advise and empower you on how to navigate significant financial decisions. We will work together to prioritize your life goals and evaluate your assets and liabilities, financial and income planning, retirement planning, risk tolerance and asset allocation objectives. With our unique ability to tap into the private markets, we can drive returns in an uncorrelated fashion to the public markets. We provide specialized access to venture capital, private equity and real estate that you cannot get access to in the traditional public markets.

 

At Bull & Bear we are committed to integrity and transparency. We are passionate about building lasting partnerships with our clients based on trust, shared values and well thought out investment strategies. Together, we will create a comprehensive wealth management plan that encompasses your needs, values and goals.