Blue Bell Private Wealth Management

BLUE BELL PRIVATE WEALTH MANAGEMENT

Innovative Investment Strategies

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

Our income is derived solely from our clients, our loyalty is to our clients not a large bank.

MAXIMIZE YOUR SOCIAL SECURITY BENEFITS

Let us help you maximize your Social Security benefits

With the disappearance of pensions and longer life expectancy, Social Security benefits have become an increasingly important part of retirement planning. If you have access to your Social Security statements we can help you optimize this income stream.

Why Blue Bell Private Wealth Management?

Authentic Fiduciary Duty

We have a legal obligation to act in your best interests. 

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.

WE STAND FIRM ON OUR PROMISE

Our goal is to permanently improve every client’s financial position, simplify their lives and achieve reliable investment results.

OUR COMMUNITY OUTREACH PROGRAMS

Consider Gifting to Charity

If you itemize your deductions the IRS allows you to deduct up to 50% of your adjusted gross income to any donations made to a qualifying charity. However, with the standard deduction doubling many people will lose the ability to itemize. If you no longer itemize but still wish to donate to charity, please contact us to hear about alternatives.

Don’t have a charity in mind?

Check out our great partners.

www.takeabreakfromcancer.com

Review your plan and Portfolio

It is important to review your portfolio and accounts frequently. Having a plan is important, however we believe the execution of the plan is just as important. Otherwise it can quickly become a useless packet of paper. Please reach out to us if you would like to discuss any of these areas further.

This is where we can help, Call your Investment Specialist TODAY.

We look forward to your call.

610-825-3540