We Have Moved!!!
Wealth Management Institute, ltd. has moved into a new office location
The new address is:
3534 Urbana Pike, Suite E, Frederick, MD 21704
We look forward in seeing you at our new office in the near future.
Wealth Management Institute, Ltd. Staff
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.
Wealth Management Institute, Ltd. is proud to announce that Executive Director and Chief Investment Officer C. Cameron Bell, MAS, CFP, has been named a top 100 advisor with American Portfolios Financial Services, Inc. as of Feb. 28, 2018.
Let Wealth Management Institute untie those financial "knots" with our digital client website that gives you the latest in financial planning technology
Organizations that we care about:
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.