Bellars Harris Wealth Management
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
4429 Bonney Rd Ste 530, Virginia Beach, ...Phone Number
(757) 704-4200Website
www.bellarsharriswealth.comRevenue
<$5 MillionIndustry
About Bellars Harris Wealth Management
Bellars Harris Wealth Management is a boutique wealth management firm located in Virginia Beach, VA, and Charleston, SC, specializing in serving multigenerational families. The firm offers a range of services including financial planning, tax planning, estate planning, and investment strategies, all built on a foundation of trust. Their target clients include families, business owners, women investors, and retirees, emphasizing a relationship-driven approach to wealth management. With a focus on helping clients achieve their financial goals, Bellars Harris aims to provide personalized guidance throughout life's milestones.Explore more
SIC Code 62,628NAICS Code 52,523Show moreBellars Harris Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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MS
Melissa SchachnerDirector, Client Accounts & Ferguson Hill Wealth Management Financial Advisor
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Bellars Harris Wealth Management is a boutique wealth management firm located in Virginia Beach, VA, and Charleston, SC, specializing in serving multigenerational families. The firm offers a range of services including financial planning, tax planning, estate planning, and investment strategies, all built on a foundation of trust. Their target clie... Read More