Time and time again, it has been proven that giving back to the community is beneficial for both your company and the community you work in. That’s why we make community outreach a top priority at Blue Bell Private Wealth Management. To show our gratitude for the Blue Bell community and our clients, we participate in several community involvement activities throughout the year and have formed strong relationships with different organizations that are making a real difference in our community. Let’s take a closer look at the different ways we give back to the community at Blue Bell Private Wealth Management.

For Pete’s Sake Cancer Respite Foundation

For Pete’s Sake Cancer Respite Foundation is an organization in Plymouth Meeting that helps cancer patients and their loved ones create special memories through travelling and other unforgettable events. At Blue Bell Private Wealth Management, we work closely with For Pete’s Sake to help them accomplish their mission. Each year, we provide local sponsorship for the annual For Pete’s Sake walk at Citizens Bank Park in Philadelphia. The annual walk is held to honor those we have lost to cancer and express gratitude for cancer survivors and their loved ones and caregivers. Not only do we sponsor the walk, but we also participate in it as well! For Pete’s Sake Cancer Respite Foundation is very important to us as our founding partner is a board member. Over the years, we have made unforgettable memories with this organization and continue to make more. 

Martha’s Choice Marketplace Food Drive

At Blue Bell Private Wealth Management, we understand that food insecurity is a real issue that expands past our community. We work with Martha’s Choice Marketplace to combat these issues and actively try to improve the standard of living in our community. Martha’s Choice Marketplace is the largest, most visited food bank in Montgomery County. Every year, we participate in the annual Martha’s Choice Marketplace Food Drive to help stock the food bank with high-quality products. We believe that our involvement in this food drive is one of the most direct ways that we can help the Montgomery County community. 

Blue Bell Wealth Management Cycling

Another way we give back to the community is through our local sponsorship with the BBPWM p/b Cannondale, a local cycling team in Montgomery County. BBPWM p/b Cannondale supports many local businesses and charities and is also involved in helping For Pete’s Sake!

Blue Bell Private Wealth Management

At Blue Bell Private Wealth Management, we truly believe that community involvement makes a positive impact on the services we offer. Thanks to our direct involvement with the members of our community, we get a better understanding of what our clients need in regards to their wealth management. Are you interested in learning more about the services we provide? We offer expert 401(K) planning, social security planning, investment planning, and retirement investing and planning. Contact us today to get started on your own service with Blue Bell Private Wealth Management!

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.

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.

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

Charles Schwab

Access your account information, statements and tax documents.