B.W. Belisle Planning & Strategy Company LLC

Overview

B.W. Belisle Planning & Strategy Company LLC is an independent registered investment advisor operating as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm’s investment posture tilts toward equities and exchange-traded instruments as the primary building blocks of client portfolios. Advisory relationships are predominantly non-discretionary, and the firm charges a mix of percentage-of-AUM, hourly and fixed fees depending on client needs. B.W. Belisle Planning & Strategy does not list itself as an active ESG investor and does not present as a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices