Blue Bell PWM

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 week’s insight

Michael Weber, CFP®

Investment Advisor Representative

Download "My Retirement Big Blocks" eBook & Worksheet

A personal take on retirement

A quick motivation read of self-discovery of what is most important to you and an accompanying worksheet to write down your personal Retirement Big Blocks.

Monthly Market Update

September Monthly Market Update September

Executive Summary Unemployment continues to improve but employers are having difficulty filling open spots to keep pace with surging demand.   Inflation and interest rate concerns have waned as the Fed reassured investors that price increases reflect transitory effects. Historically low price volatility could give way as market breadth declines

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Personalized For You

financial wealth mobile portal

Your personalized portal keeps you connected to your financial life, your advisory team, and everything else you need for managing your wealth.


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.

Services that we provide to you.

Economic Optisim

401(K) Planning

We offer complementary 401(k) reviews and will help you make an informed decision on how to allocate your savings.

Social Security Planning

Social Security has become one of the main sources of replacing income in retirement. Which is why we help our clients to create a plan and make an informed decision about their benefits.

Retirement Planning

Everybody deserves to be confident in their retirement plan. We sit down with all of our clients to ensure that they are prepared for their future.

Tax-Savvu Withdrawls In Retirement

Investment Planning

All of our clients portfolios are custom tailored to fit their financial goals.

Have you read our latest wealth management insights?

Monthly Market Update

Mid Year Market Update

Executive Summary Economic data continues to improve as the economy reopens and vaccinations increase but business are still having trouble

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Community Outreach Programs

blue bell pwm gives back

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.

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.

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.



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Custom Tailored Portfolios

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