Trust us to uncover the truth, discreetly and professionally.
Our Vision
Bedell Frazier Investment Counselling empowers individuals and families to achieve financial clarity, security, and success. We believe in a personalized approach to wealth management, tailoring our strategies to each client's unique goals and aspirations.
Who We Are
Founded by Mike Frazier, Bedell Frazier Investment Counselling combines decades of expertise with a genuine passion for guiding clients through every stage of their financial journey. Our team of experienced professionals holds prestigious designations like Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) and possess unparalleled knowledge across diverse asset classes and wealth planning strategies.
What We Do
We offer comprehensive financial services encompassing:
- Investment Management: Maximize your wealth potential through personalized portfolio construction, risk management, and ongoing monitoring.
- Financial Planning: Develop a customized roadmap that aligns your financial goals with your life goals, including retirement planning, estate planning, and wealth preservation strategies.
- Roads to Retirement: Explore diverse pathways to achieving financial security in retirement, with resources and guidance tailored to your individual circumstances.
Our Approach
We embrace intellectual curiosity and leverage our industry-leading knowledge to provide:
- Personalized Attention: We prioritize open communication and transparency, ensuring you are fully informed and involved in every step of the process.
- Data-Driven Insights: We utilize robust technology and data analytics to evaluate your financial situation and make informed recommendations.
- Continuous Improvement: We regularly review and adjust your plan to ensure it remains aligned with your evolving goals and circumstances.
Our Commitment
More than just managing wealth, we are committed to:
- Building Relationships: We cultivate genuine and lasting relationships with our clients, treating each individual with respect and empathy.
- Community Involvement: We actively engage in local initiatives to support and empower our community.
- Sustainability: We embrace sustainable practices in our daily operations and advocate for environmental and social responsibility.
Red Flags
Meredith received a 1-star review from Daisy Shapiro, who expressed disappointment with Meredith's lack of honesty and trustworthiness. The reviewer felt that Meredith failed to demonstrate positive traits such as positive responsiveness, quality, professionalism, and value.
Success Stories
On the other hand, two 5-star reviews from Julie Harris and Whiskey & Red highlighted the positive experiences they had with Meredith. Both reviewers praised Meredith's extensive experience, knowledge, and trustworthy nature, stating that it was a pleasure to work with them.
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