portfolio manager

Bellwether Investment Management Inc. safeguards the future for affluent families as well as businesses, non-profit organizations, pension plans & foundations. Our investment management team of portfolio managers is held to the highest standard in the industry. Our Family Wealth team, made up of skilled financial planners, has wide-ranging expertise in insurance, taxes, real estate & estate planning to help you achieve your financial goals. Are you ready to spread your wings? Let's get started.

As an independently run family owned firm, we have no obligation to sell proprietary products or services. This freedom affords us the ability and selectivity to offer only those investment products and services that we believe are best suited to help meet your financial objectives and goals. Our independence allows us the capability to actively search for and utilize many products and services that can’t be found at other firms. Also, with over a decade of experience as a portfolio manager, Brett has far more to offer than many advisers that have been salesmen for their entire careers.

Blackhawk Wealth Advisors as an independent, unbiased investment advisory firm. BWA integrates three separate but inter-connected companies to make sure prudent financial advice and investments are provided to his clients. The CPM® Program advances your information in three essential areas: Valuation Analysis, Portfolio Construction and Risk Management. Certified Portfolio Managers have earned a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts pertaining to managing discretionary portfolios.

At The Wong Group, our team of portfolio managers, financial advisors and certified financial planners is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional Lifestyle.