Private Wealth Management
Private Wealth Management
We offer a wide range of private wealth services for high net worth individuals and families, including personal investment management, comprehensive financial planning services, and trust and estate planning guidance. With a dedicated, expert team and a commitment to unparalleled service, we’ll help you navigate your financial future with confidence.
Our Approach
As a division of Bell Bank, one of the 10 largest privately owned banks in the country, our approach goes beyond investing. We can leverage resources from across the organization in support of your wealth, offering seamless access to banking, lending, insurance and high-net-worth services, all under one roof.
We deliver best-in-class solutions while still providing the high-touch, white-glove service you and your family deserve. At Bell, our clients come first, and we’re committed to going above and beyond to serve you through disciplined financial planning and personalized wealth management.
Watch the video to see the impact our approach can have on the lives of our clients.
One Team
You’ll receive hands-on guidance from a dedicated advisor, backed by the collective expertise of our wealth management team. We’re experienced at finding creative strategies for every life scenario, from complex business transitions to multigenerational financial planning needs.
One Plan
You have goals for the future, and we can help you get there. Your advisor will design a proactive and efficient wealth plan aligned with your needs that’s built to evolve through all of life’s changes. This comprehensive plan incorporates financial planning services and customized investment management, integrating high net worth services such as liquidity strategies, risk management and legacy planning so your strategy stays on track over time.
Total Clarity
We take a holistic view of financial planning, working in harmony to integrate and simplify your full financial picture so you can move forward with clarity and confidence. Our goal is to make every aspect of your private wealth management relationship transparent, coordinated and easy to understand.
Our Financial Solutions
Banking and Lending
- Deposit and cash management
- Private loans and lines of credit
- Real estate and commercial loans
Personal Investment Management
Personal Investment Management
- Customized portfolios
- Market analysis and research
- Portfolio management
Trust and Estates
- Trust and estate administration
- Fiduciary services
- Philanthropic solutions and consulting
Other
- Generational wealth transfer
- Business exit planning
- Corporate benefits planning
- Life, home, auto and umbrella insurance
Business Services
Bell Insurance Services LLC is a wholly owned subsidiary of Bell Bank. Products and services offered through Bell Insurance and Bell Bank Wealth Management are:
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency.
“"What is especially great about being a Bell client is that we have so many other services under one roof. It truly is a full-service, comprehensive provider for our diverse range of financial needs. We are thoroughly satisfied, grateful and appreciative Bell clients!" ”
– Marney Gellner, Minnesota Pro Sports Broadcaster and Announcer
$13 Billion
A team of 70+
Family and employee owned
$31 million in giving
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