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As the season of gratitude approaches, I find myself reflecting on the many blessings in my life, and I am profoundly thankful for the trust and relationships we have built with each of you. For some of you, our connection together spans decades—up to 50 years—and it has been an incredible honor to serve as your trusted advisor.
Your confidence in our investment strategies has allowed us to grow and protect your family’s wealth, and for that, I am truly grateful. I have said on many occasions, I feel like one of the luckiest people alive as I love what I do and am truly grateful for my wonderful colleagues who make it possible. I could not have better partners than my son Scott, Justin and Jon. Truly I would not be able to continue in this business without them and our dedicated assistants, Bonnie, Alex, Mike, Hank, Lauren, Dan and Elliot.
On behalf of all of us Blue Bell Private Wealth Management, I would like to express our profound appreciation for the confidence and support you have placed in us over the years
My wife Susan and I traveled to London this past fall, to celebrate our 50th wedding anniversary.
While in one way 50 years is hard to believe, as time really must fly, in another our 4 children and 8 grandchildren remind us of our blessed years together.
As you gather around your tables this Thanksgiving, I hope you find joy in the company of loved ones and the warmth of cherished traditions. May your hearts be filled with gratitude, and may you continue to find ways to share your blessings with others. Please know that we are here for you if we can assist in any way. We say thank you from the bottom of our hearts and we all look forward to working with you in the New Year and wish you a happy and healthy Thanksgiving and holiday season.
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