Belle Financial

(509) 210-4777 info@bellefinancial.com

Belle Financial is a locally-owned independent financial services firm assisting individuals, families, and businesses with their investment and insurance needs.

We strive to earn your trust through our client centered and transparent process. Our integrated approach to wealth management allows us to address individual goals within the context of a comprehensive plan. Every client is important as our success is measured by our client satisfaction. 

Our investment philosophy and process is transparent, time-tested, and informed by academic research. We build indexed based portfolios for retirement and non-retirement accounts which are globally diversified and strategically allocated with a modest bias towards the U.S. and other factors. These additional factors include size, value, and profitability within the global market capitalization spectrum and we believe they provide the investor with the opportunity to pursue a higher expected return without reducing the overall broad portfolio diversification.

It has been our experience that when clients are well-educated, truly diversified, and properly allocated, they are disciplined and confident in the investment process which allows them to stick with their long-term plan and move on to more important aspects of life such as faith, family, friends, vocation, charities, etc.

Our founder, Travis J. Stolcis, is an independent financial advisor and has been practicing since 2006. Travis enjoys spending time with his wife and three daughters when he is away from the office. In addition, Travis also enjoys hiking, fly-fishing, camping, playing at the lake, reading and studying the bible, and serving within his local church.