Margie Carpenter CFP CDFA

Fee-only Investment Management for Women. I launched Bell Tower Advisors as a boutique investment advisory firm specializing in helping women, and that is what we remain today. I focus on women's needs, lifestyle issues, and communication differences, while educating my clients on the markets and asset class characteristics. We strive to provide management services and advice in plain English, in a down-to-earth, non-stuffy and non-intimidating environment. We spend time upfront getting to know each client and understanding their desires, fears, and goals, so that we can manage their money accordingly. We have also worked with couples to review their financial lives acting as an "interpreter", since men's and women's communication styles can be (and usually are) very different. Please see our website (www.belltowerllc.com) for more information on these issues. We also offer the service of Divorce Financial Planning, where we help lawyers and divorcing couples to understand the financial aspects of divorce proceedings, and the short and long term impact of various divorce settlements. This allows the parties to make better informed decisions. SPECIALTIES: Asset Management / Risk Management / Asset allocation Mutual Fund & ETF Analysis /Asset Class Research / ESG International / Emerging Markets Investment Education Retirement Planning