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5526 Adamstown Commons Drive
Adamstown, MD 21710

C. Cameron Bell, MAS, CFP

(301) 926-7276

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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Let Wealth Management Institute untie those financial "knots" with our digital client website that gives you the latest in financial planning technology

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THE KNOT

Hurricane Harvey Relief Drive

The massive flooding in southeast Texas has created a tremendous loss beyond which any of us could expect to handle. Most of Houston and the surrounding area is covered in water. Basic needs like clothing, shoes, blankets, basic games for kids, diapers, coats, socks, etc. are desperately needed.

Please come by during our regular business hours (Monday-Friday 9:00am - 5:00pm) and drop off supplies  We will also  have totes on the front porch of the office (5526 Adamstown Commons Dr., Adamstown, MD 21710) for collection donations after hours. Please come by and drop off what you can spare – items you think will be needed by the flood victims. As the totes fill, we will take to the local Red Cross for delivery to the flood zone.

Thank you for thinking of your fellow citizens. While many of us can’t be there to physically help, this is something we can do quickly and easily and hopefully provide quick relief to those in need.

If you cannot drop by donations, please help with a cash donation on the Red Cross Website.  The link is provided below.

American Red Cross - Hurricane Harvey Cash Donations

The Staff of Wealth Management Institute, Ltd.


IMAGINE HAVING A PERSONAL CFO,TO GUIDE YOU THROUGH ALL OF LIFE'S MILESTONES.

Financial independence. Children’s college education. Successful business transition. Comfortable retirement. These objectives are dreams that most of us share and work a lifetime to achieve. But best intentions and even hard work can fall short of these goals without sound and professional financial planning.

The Wealth Management Institute’s mission is to help our clients reach these milestones through a variety of investment, tax, insurance, and estate strategies in a productive way, custom designed for their unique individual needs.

National Museum of Civil War Medicine Thank You Letter

Thank you to David Price of the National Museum of Civil War Medicine for giving a wonderful speech at our client appreciation event on December 15th at Maryland National Golf Club.

If you are interested in more information,attending the museum, or donating, visit their website here.

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