Blackbear Capital combines its foundations in investment management and financial planning with advanced advisory services to create a truly customized client experience. Our holistic process includes the oversight and stewardship of all elements of your financial life.
Our services are designed to address your whole financial life with the goal of leveraging your assets to support your life ambitions, maintain your lifestyle over time, and, when the time comes, efficiently transfer your assets to your beneficiaries and / or selected charities.
By working closely with you – one-on-one and face-to-face – we take the time to understand your values, your personality, and your lifelong goals and dreams. With this deeper knowledge, we strive to help you make the best possible financial decisions for you, your family, and your organization. Depending on your needs, we may provide any combination of the following wealth management services: