Established in 1952, Bellamah, Neuhauser & Barrett, now BNB Wealth Management, has maintained the same investment principles upon which it was founded. BNB Wealth Management is a full service investment advisory firm. As one of the oldest investment firms in the Washington D.C. area, BNB Wealth Management's investment philosophy is and always has been, "Investor First". BNB Wealth Management, LLC provides comprehensive wealth management services on a flat fee basis. Unlike many other investment advisory firms, BNB Wealth Management, LLC has no proprietary products and therefore can provide unbiased advice with no conflict of interest. These are the hallmarks of our Investor First philosophy.

 

Investment Opportunities:
  • Tax-Free Municipal Bonds
  • Common and preferred stocks on all US based exchanges and some foreign exchanges
  • Mutual Funds
  • Unit Investment Trusts
  • Stock Options
  • US Treasury Bills, Notes and Bonds
  • Corporate Bonds
  • Certificates of Deposit
  • Mortgage-Backed Bonds
  • Secondary Offerings

 

Our Services: 
  • Portfolio Management
  • Retirement Planning
  • Estate Planning
  • Asset Protection Planning
  • Charitable Giving Planning
  • Retirement Accounts: IRA, SEP IRA, Simple IRA, 401k, 403B, Pension, Single 401k