As financial planners with recognition in our industry and commitment to the clients we serve, we emphasize a highly personalized and comprehensive approach to help you make the most of your investments. We not only take into account how your investments can be used to enhance the lives for you and your family today, but also how they can enhance your future and your future generations.
Client Relationship Summary (CRS)
Also known as Form ADV Part 3, Form CRS summarizes the types of services we offer and our firm’s standard of conduct as a fiduciary.
Form ADV Part 2a
Detailed information on the specific types of advisory services offered, the fee schedule of the advisor, and management background.
Form ADV Part 2b
Supplemental information about the specific individuals, acting on behalf of the investment advisor, who provide the investment advice.
Form ADV Part 2b – Bellars-Harris
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