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5526 Adamstown Commons Drive
Adamstown, MD 21710

C. Cameron Bell, MAS, CFP

(301) 926-7276

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Do you feel that your finances are tied up in a KNOT?

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




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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Four Great, Unexpected Places to Raise a Family

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Apps that help small business owners better manage and grow their business.

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Assess how many days you'll work to pay your federal tax liability.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Determine your potential long-term care needs and how long your current assets might last.

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Assess whether you are running “in the black” or “in the red” each month.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Investment Strategies for Retirement

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Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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Understanding the cycle of investing may help you avoid easy pitfalls.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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