Community

Happy Thanksgiving from All of Us at Blue Bell Wealth Management. As we head into this season of gratitude, we just want to take a moment to say thank you. Whether we’ve worked together for years or just started this journey, your trust means everything to us. To celebrate, we put together a short Thanksgiving message from all of us here at Blue Bell Wealth Management. If you’d like to hear a personal message from your advisor, you can find it below.

Wishing you and your loved ones a holiday filled with warmth, good food, and even better company. We’re grateful to be part of your financial life.

CLIENT ACCESS

CHOOSE A PROGRAM

Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Charles Schwab

Access your account information, statements and tax documents.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

CLIENT ACCESS

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.