November 10, 2017

Closed-End Fund Year End Distributions for 2017

By Scott Miller, Jr.

READ Reading time: 9 minutes

October 26, 2017

Are You Being Treated Fairly? Probably Not!

By Scott Miller, Jr.

Finding a trusted advisor to partner with in managing your savings can be a daunting task, there are several attributes of that advisor and your relationship that should be taken into consideration. One of the most frustrating aspects of the search is the difficulty in determining the answer to the simple question “Will I be […]

READ     |     Reading time: 9 minutes

Our newsletter

Get alerts when new
articles are published.

Receive our weekly newsletter for
insider tips, articles and insight.

Why Blue Bell Private Wealth Management?

Fiduciary Duty

We have a legal obligation to act in your best interests. Read our fidiciary standard.

Investment Strategies

A risk management approach using hedging techniques and attempting to uncover hidden value.

True Fee-Only

Our income is derived solely from our clients, our loyalty is to our clients not a large bank.

About Us

Blue Bell Private Wealth Management
is a fee-only investment management firm 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.