Whether you have extensive knowledge of the financial markets or have little understanding of the world of investments, Blue Bell Private Wealth Management offers the top local financial planning services in the Lansdale, PA area. For over 115 years we have been dedicated to helping clients achieve their financial goals. What sets us apart from other financial service or investment management companies is that we are an employee-owned independent management company. That means we do not answer to shareholders or a board of directors or anything. We answer to our clients. As a Fiduciary for you, we are bound by law to act on your behalf and do what is in your best interest, 100% of the time. Your funds are never commingled with other clients’ funds, and we have no ties to any particular Mutual fund or ETF fund. We unbiasedly select investments for our clients based on their personal needs and preferences using innovative custom strategies. This allows us to implement the best solution for your portfolio regardless of the source or provider, without revenue-sharing agreements.
Benefits of Hiring a Financial Advisor
When you partner with a financial advisor, you take the emotions out of planning for your future. We create a portfolio tailored to fit your needs. Our experts have tools and techniques that can provide you with downside protection, while still participating in the upside of the market. We employ predictable and repeatable strategies and can attack the market in areas commonly ignored by larger firms. There are many additional benefits of working with an experienced wealth management firm.
Team Effort Approach
Even if you have a vast knowledge of the financial markets and experience with successful investment strategies, it never hurts to get a second opinion. A financial advisor is a great source of information to collaborate with you and provide sound advice. They can have an unbiased look at your financial situation and analyze your future goals and the best way to accomplish them. We also work with a lot of married couples that make financial decisions together, and a financial advisor is a great person to mediate those discussions and act as an unbiased tie-breaker.
Take Emotion Out of Investing
Dealing with money is usually very stressful and emotional. Financial advisors help clients remain disciplined and remain on the course of the long-term investment plan, even through the ups and downs of the market. This is where building trust over time is crucial so that a client will trust their advisor, even when a decision seems difficult. Disciple and unbiased guidance is probably the largest added value a financial advisor can provide.
Accomplish Your Goals with Blue Bell Private Wealth
If you are looking for local financial planning services, in the Lansdale area, Blue Bell Private Wealth Management can assist you with everything from retirement planning, stock management, portfolio diversification, or real estate investments. Our financial planning service is built on constant communication and impeccable service to our clients, to help them achieve reliable investment results to accomplish their financial goals. To learn more about how we can help you and to begin taking advantage of all our benefits, contact us today!
