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Our Clients

Many of our clients desire a comprehensive approach to their wealth management needs. As you look to your long term goals such as building your business, safeguarding your assets, or preparing for retirement, we can work with you to design a plan to build and protect your assets – allowing you to spend more time on the things in life that really matter.

Achieving this level of customized service requires highly active relationships. At Blackbear Capital, we believe that the only way to build and maintain a rich understanding of your needs is through regular face-to-face discussions scheduled not only at the initial planning stage, but also throughout the course of our work together. The result is a level of personal understanding that shapes how we work together, guides our recommendations, and helps us deliver the highest possible value through our wealth management services.


A physician’s career is characterized by transition, challenge, and reward. Losing time to a poorly devised financial plan is avoidable.

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When you’ve never done it before, it’s hard to figure out when to retire and how to make your money last.

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Successful entrepreneurs pour countless hours, passion, and unwavering dedication into their business.

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If you are responsible for the investment affairs of a nonprofit, your task has grown more difficult in recent years.

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