Welcome to Bellingrath

Bellingrath Wealth Management & Employee Benefits is a boutique firm serving businesses and individuals based primarily in the southeastern part of the United States since 1977.

Our goal is to provide you with relevant information and guidance so that you can make well-informed financial decisions.

We recognize every client is unique and, therefore, take a personalized team approach to providing guidance.

At Bellingrath, we take pride in our independence. We are not obligated to promote any specific investment or insurance product.

Our team has combined experience of over 60 years. We can consult with your tax and legal professionals in order to provide a well-rounded financial plan.

Comprehensive Wealth Management & Employee Benefit Management,

Bellingrath Wealth Management and Employee Benefits provides guidance to individuals and businesses to help pursue their financial goals. ​

The Bellingrath Team focuses on financial and estate planning, retirement planning, employee benefits, and planning for businesses and their owners.

 

 

Our Planning Process Our Services

Our Team

Roxanne Valenti | Client Services Associate | Bellingrath Wealth
Client Services Associate

A native of New Orleans, Roxanne enjoys spending time with her son, (Evan), daughter, (Sophia), husband, (Jon), three...

Danielle Piernas | Client Services Associate | Bellingrath Wealth
Client Services Associate

Danielle was born and raised in Southfield, MI, a suburb of Detroit. When she wasn't playing on the volleyball court or...

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