Blue Bell Private Wealth Management

Independence you can trust

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

Fiduciary

Are you working with a Fiduciary?

Custom Tailored Portfolios

Are your investments suited to your goals?

Fee-Only

How is your advisor compensated?

FINANCIAL ADVISORS IN GREATER PHILADELPHIA

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.

Insight we share with you

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.

This month’s insight

Have you read our latest wealth management insights?

Retirement Planning

10 years from retirement

Creating a comfortable retirement is probably the single biggest financial challenge that anyone can face. A GoBankingRates.com study has found

Read More

We believe in helping our community

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

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