Blue Bell Private Wealth Management is a fiduciary, fee-only investment management firm located in suburban Philadelphia.

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Inflation, Geopolitics and Rising Rates Weigh on Markets in the First Quarter

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Risk management plays a significant role in investing. Proper risk management should lead to portfolio construction that is based on the investor’s unique personal profile.

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Questions & Answers

Q: Will you be accountable as a Fiduciary?

A: We will act as fiduciary for you. We act as Fiduciaries for all of our clients, 100% of the time and have done so since our inception.

Q: What is your investment management process?

A: We work closely with our clients to define their investment objectives, risk tolerance and goals, both short and long-term. 

Q: How are you compensated?

A: Blue Bell Private Wealth Management is a fee-only investment advisor. This means that the only way we are compensated is through an annual fee on assets that we manage.

Fiduciary

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Custom Tailored Portfolios

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Fee-Only

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BLUE BELL PRIVATE WEALTH MANAGEMENT

With over 115 years of 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.

Wealth management insights

Our insights page is how we communicate our current thoughts and feelings about personal finance.  We regularly post about market trends, investment strategies, retirement planning, and social security in an easy to digest blog format.

FINANCIAL ADVISORS IN GREATER PHILADELPHIA

What makes this business special is our relationships with our clients.
Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. With over 115 years of 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.

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