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What type of client is a good fit for Bellwether Capital Management?

What type of client is a good fit for Bellwether Capital Management?

Our typical client is usually an individual or organization that has attained a certain level of success, and has a strong desire to make a difference in the organization of their financial life. They are most often successful professional, such as business owners, physicians, or mid- to high-level management, and have discovered that the allure of being a financial "do it yourselfer" comes at the cost of lost opportunity, and lost time with family and friends.

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