Our Services
Asset Management
At Belmont, we prefer low-cost ETFs to help you get the most out of your investments. We prioritize asset allocation, as well as using a tactical approach to identify opportunities in the marketplace.
We also have a value investing strategy that the founder, Jack, has developed based on the teachings of Warren Buffett, Benjamin Graham, and Peter Lynch. Using this approach, he identifies common stocks that are trading beneath their intrinsic value and looks to pay a fair price for great businesses.
Lastly, the most popular sectors in the investment world lately have been cryptocurrency and artificial intelligence. Jack can help you invest in these intelligently.
Financial Planning
Confidence in Financial Planning
Financial planning is a great tool to use in addition to investment management. With a financial plan, you can feel confident that you are on track to reach your financial goals.
Comprehensive Analysis
Financial planning encompasses cash flow analysis, where we ensure that you are making the most of the present with an eye towards the future. Net worth analysis helps you build assets over time and increase your net worth over the long term.
Preparation for Retirement
Retirement analysis is a big part of the financial plan. We can help you feel confident that you are on the right track. Also, we can put you in touch with the best professionals to assist you with estate and tax planning.
Insurance Solutions
Protection and Wealth Building
Insurance is all about protection. You want to make sure your family can continue to thrive should you no longer be able to provide. You want to protect your income should you not be able to work.
Wealth-Building Strategies
However, you can also use insurance products as wealth-building tools. Let’s talk about some strategies that can put you in a position to be your own bank and grow your assets over time.