Independence you can trust
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.
Fiduciary
Are you working with a Fiduciary?
Custom Tailored Portfolios
Are you investments suited to your goals?
Fee-Only
How is your advisor compensated?
OUR PROMISE
Our goal is to permanently improve every client’s financial position, simplify their lives and achieve reliable investment results.
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.
Have you read our latest wealth management insights?
Why Blue Bell Private Wealth Management?
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
