Our Firm

Why Blue Bell

Why Blue Bell

The team at Blue Bell Private Wealth Management is small enough to offer our clients personalized investment services, while being large enough to access investments typically reserved for Institutional / High Net-worth Individuals.

Innovative Investment Strategies

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

True Fee-Only Advisors

Our income is derived solely from our clients, our loyalty is to our clients not a large bank. Many clients manage successful businesses and don’t have the time or desire to manage investments themselves. A dedicated team devoted to managing assets is an essential and comforting aspect of their life.

Fiduciary

We have a legal obligation to act in your best interests. Please click here to read more about fiduciary standard.