Multi-generational investment solutions

Blue Bell Private Wealth Management is a fee-only investment management firm located in Blue Bell, Pennsylvania, a nearby suburb of Philadelphia.

With over 80 years combined experience, the partners and team of Blue Bell Private Wealth Management have been dedicated to helping clients maximize their financial goals. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to permanently improve every client's financial position, simplify their lives and achieve reliable investment results.


Recent Blog Post

Will Millennials Be Ready for Retirement?

Most millennials, people aged 18 to 34, are unprepared and under educated on the importance of saving for retirement. A survey found that 40% of millennials do not have a retirement savings account, and nearly 75% do not know their own net worth. This is concerning as they are believed to be one of the… Read more »


Blue Bell in the News

Blue Bell is a multi-year FIVE STAR WEALTH MANAGER winner, INDEPENDENT REGISTERED INVESTMENT ADVISOR and SPA Chairman’s Leading Edge Advisor

Form ADV [pdf] Privacy Notice [pdf]

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Blue Bell”), by selecting the “Continue To Client Portal” button, I elect to participate in the password-protected access portion of Blue Bell Internet web site. I understand that my participation will allow me to review certain investment-related information published by Blue Bell and unaffiliated third parties. This password-protected access is made available to clients of Blue Bell free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Blue Bell harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.