Building Your
Financial Future
Together
At Blue Bell Wealth Management, we specialize in providing personalized wealth management tailored to your unique financial goals.
Our Commitment…
Proactive wealth management tailored for you
Together, we craft a personalized portfolio that aligns with your distinct risk profile. Through our comprehensive three-pronged investing strategy, our goal is to build an optimal portfolio for all market scenarios.
Fee-only structure means nothing to hide
As a true fee-only advisor, we are as transparent as possible with our clients. Fee-only means the only way we are paid is by our clients. No commission or kickback from the investments we select. This allows us to act in your best interest 100% of the time and aligns our success with yours.
Experienced Financial Advisor Team Approach
As an independent financial advisor, we deliver an unparalleled client experience built on continuous communication and impartial guidance. Our collaborative team structure guarantees you unfettered access to an accumulated expertise of over 150 years.
Our Best Investment, Is In You!
Watch this video to get a better understanding of what to expect while working with Blue Bell Private Wealth Management.
Meet Our Team of Experienced
Financial Advisors
Wealth Management Insights
Our insights page is how we communicate our current thoughts and feelings about personal finance.
For years, financial advisors have touted their ability to help clients maximize their wealth. Through vigilant economic analysis, careful investment selection, and timely allocation shifts, advisors looked to add value to their clients’ portfolios and generate excess returns. Traditionally, advisors were money managers first and financial counselors second. A recent study conducted by Morningstar confirms what many of us in the industry already know to be true, clients value personalized advice much higher than portfolio return.
Dan Levinson, CFP®
In the world of finance, every letter can symbolize a story, a strategy, or a key player. When my nephew was born, one of the first books I bought for him was the “ABCs of Economics.” A book that simplifies complex concepts for young children. Inspired by this, I wondered how AI could create something similar for clients of Blue Bell Private Wealth Management. In this article, I’ll walk through some of the most important ABCs —activism, alpha, Boaz Weinstein, BlackRock, Closed-end Funds, and tender offers — illustrating how they intersect to create opportunities in the market.
Jon Sobotkin
Our Awards…
INSIGHT
QUARTERLY NEWSLETTER
IMPORTANT DISCLOSURE INFORMATION
Blue Bell Private Wealth Management, LLC (“Company”) is an SEC registered investment adviser located in Blue Bell, Pennsylvania. A copy of the Company’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.
Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Company’s current written disclosure Brochure discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).
Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Company did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Company by any of its clients. ANY QUESTIONS: The Company’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.