August 15, 2017

How Much Are Fund Fees Costing You?

By James Behr Jr

READ Reading time: 9 minutes

July 18, 2017

Self Employed Retirement Plans: You Have Options!

By James Behr Jr

  We know that self-employed Americans already have a lot on their plate however we wanted to take the time to discuss retirement plan options that could provide increased benefits over traditional retirement accounts. Certainly, majority a of people are familiar with the traditional 401(k) plan, but when considering small-business retirement plans, there are typically […]

READ     |     Reading time: 9 minutes

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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.