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

How can we help you?

Every year, Wall Streets’s top strategist make a call of where they think the S&P 500 will finish. We wanted to share a summary of some of these target prices for 2022 and the strategist reasoning for it.

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

Are you working with a Fiduciary?

Custom Tailored Portfolios

Are your investments suited to your goals?

Fee-Only

How is your advisor compensated?

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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Community Outreach Programs

We believe in helping our community

Hand in hand with the challenge is our campaign to raise money for Neighborhood Bike Works.

2020 has been a wild ride so far!
With the majority of races being cancelled for 2020 many cyclists have been seeking alternative ways of challenging ourselves – enter the GV100 challenge. The goal is to do 100 laps (100 miles) of the Great Valley practice criterium course in 4 hours or less. This challenge will be undertaken by the Blue Bell Wealth Management Cycling Team on August 16th, 2020.