Your Financial Path

A financial plan creates a roadmap for your money and helps you achieve your long-term goals.

Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a financial plan that is designed to support your goals as they evolve over the years.

Our Financial Planning Services

We create personalized plans to help you manage your money, reach your goals, and plan for the future with confidence.

Investment Planning

Grow with Purpose

We build personalized investment strategies aligned with your goals, risk tolerance, and timeline—so your money works smarter, not just harder.

Social Security Planning

Make the Most of Your Benefits

We help you understand your options and choose the right time and strategy to claim Social Security for maximum lifetime value.

Retirement Planning

Retire with Confidence

We help you map a clear path to retirement, ensuring you have the income, security, and flexibility to enjoy the life you’ve worked for.

401(K) Planning

Optimize Your 401(k)

Whether you’re contributing, rolling over, or withdrawing, we’ll guide you through smart 401(k) decisions that support your long-term plan.

Tax Planning

Minimize Taxes, Maximize Opportunity

Our proactive tax strategies help reduce your tax burden and keep more of your earnings working toward your financial goals.

Estate Planning

Protect What Matters Most

Ensure your legacy is preserved with thoughtful estate planning that secures your assets and supports the people and causes you care about.

Our Expert Advisors:

Our goal is to help you build long-term financial security while making the day-to-day easier to manage. We work closely with you to create clear, personalized strategies that reduce stress and support your goals at every stage.

J. Scott Miller

Managing Partner

Scott Miller Jr.

Managing Partner

Alex LaRosa, CFP®

Investment Advisor Representative

Dan Levinson, CFP®

Investment Advisor Representative

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Blue Bell Private Wealth Management, LLC does not serve as an attorney, accountant, or insurance agent.  Blue Bell Private Wealth Management, LLC does not prepare legal documents, nor does it sell insurance products.

Please Also Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Blue Bell is engaged, or continues to be engaged, to provide investment advisory services.

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.