Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact.
 
Whether you are a private wealth management client or a business interested in establishing or transitioning a retirement plan, Three Bell Capital is your professional financial resource.
 
When you are ready, please don’t hesitate to contact us at your convenience. We look forward to meeting and speaking with you.

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Three Bell Capital

Jon Porter

Jennifer Forrest

Andre Huaman

Greg Fomin

Eric Patterson

The Wealth Management Team at Three Bell Capital is responsible for developing and executing personalized financial strategies for high-net-worth clients. This team of seasoned experts focuses on portfolio management, investment strategies, and financial planning to enhance and protect the wealth of their clients. The team's objective is to deliver exceptional results and build long-lasting client relationships by tailoring their services to meet each client's unique needs and goals.

Wealth Management Team

About

Team members