Broker Check

5526 Adamstown Commons Drive
Adamstown, MD 21710

C. Cameron Bell, MAS, CFP

(301) 926-7276

 

Products & Services

The Wealth Management Institute is a comprehensive financial planning and money management firm. Certified Financial Planner Cameron Bell has devoted himself to mastering a small but diverse array of investment strategies that allow him to provide his clients with a strategic and effective approach to wealth management that help increase opportunity while minimizing risk.

Investment Management

  • Brokerage Accounts
  • Variable Annuities
  • Bonds
  • Common Stock
  • Treasury Bills
  • Closed-End Funds
  • Government Securities
  • Treasury Notes & Bills
  • Fixed Annuities
  • ETFs & ETNs
  • Mutual Funds
  • UITs

Financial Planning

  • Cash Flow Management
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Education IRAs
  • Money Management
  • 529 Plans

Retirement Income Planning

  • Retirement Plans
  • Qualified tax-deferred investments
  • 401 (k) Planning
  • 403 (b) Planning
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity
  • Single-Premium Immediate Annuities

Life & Long-Term Care Insurance

  • Term Life Insurance
  • Cash Value Insurance
  • Life Insurance
  • Variable Universal Life Insurance
  • Long Term Care Insurance
  • Survivorship Insurance
  • Disability Insurance

Small Business Planning

  • Pension Plan Design
  • Savings Incentive Match Plan for Employees (SIMPLE) IRA
  • Profit Sharing Plan
  • 401(k) Plan
  • Business Continuation Planning