# Bell Tower Wealth Management

- **Website:** <https://belltowerwm.com>
- **Primary alias:** `belltowerwm.com`

## Description

Bell Tower Wealth Management is a financial planning firm serving individuals, families, and businesses with strategies for personal and organizational financial goals. The firm emphasizes long-term relationships, fiduciary care for investment advisory clients, and practical guidance tailored to each client’s circumstances. Its wealth management approach considers assets, debts, liabilities, and personal objectives to create a coordinated financial roadmap.

For individuals and families, Bell Tower offers planning related to investments, retirement, insurance and risk management, education funding, cash flow and budgeting, and trust services. Its services for businesses include employer retirement plan services, insurance benefits, workforce financial education, and exit planning. The firm also helps clients assess investment strategies, manage financial risks, optimize cash flow, and develop retirement income and protection plans.

Bell Tower describes family values and attentive service as central to its work, and offers a complimentary consultation for prospective clients. Based in Newburgh, New York, it works with institutional partners including Goldman Sachs, Fidelity Investments, Cascadia, Nationwide, and MassMutual.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/bell-tower-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idhmykCqXr/w/224/h/73/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792661247476)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idhmykCqXr/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792661247707)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Potters Clay | #846337 | accent |
| Orient | #005a87 | dark |
| Anzac | #dca54a | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idhmykCqXr/w/200/h/35/idxWPnnI9l.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792661247566)

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_Source: <https://brandfetch.com/belltowerwm.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._