BNB Wealth Management, LLC
Investment ManagementMaryland, United States2-10 Employees
Established in 1952, Bellamah, Neuhauser & Barrett, now BNB Wealth Management, has maintained the same investment principles upon which it was founded. BNB Wealth Management is a full service investment advisory firm. As one of the oldest investment firms in the Washington D.C. area, BNB Wealth Management's investment philosophy is and always has been, "Investor First". BNB Wealth Management, LLC provides comprehensive wealth management services on a flat fee basis. Unlike many other investment advisory firms, BNB Wealth Management, LLC has no proprietary products and therefore can provide unbiased advice with no conflict of interest. These are the hallmarks of our Investor First philosophy. Investment Opportunities: Tax-Free Municipal Bonds Common and preferred stocks on all US based exchanges and some foreign exchanges Mutual Funds Unit Investment Trusts Stock Options US Treasury Bills, Notes and Bonds Corporate Bonds Certificates of Deposit Mortgage-Backed Bonds Secondary Offerings Our Services: Portfolio Management Retirement Planning Estate Planning Asset Protection Planning Charitable Giving Planning Retirement Accounts: IRA, SEP IRA, Simple IRA, 401k, 403B, Pension, Single 401k BNB Wealth Management, LLC is an Investment Adviser registered with the U.S. Securities and Exchange Commission. This platform is solely for informational purposes. Advisory services are only offered to clients with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way, certain editing of personal identifiable information and misinformation is permitted to be deleted.
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