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Investment Management

All our Client’s portfolios are custom-tailored to their specific goals.

When you utilize our investment planning services and unique capabilities, our distinct and proven processes aim to capture all your goals and ambitions.

SCHEDULE CONSULTATION

Risk Assessment

Help determine risk tolerance, need, and capacity to achieve long-term financial goals.

Portfolio Construction

Build and actively manage personalized portfolios designed to meet clients’ needs and objectives.

Monitor & Rebalance

Ongoing monitoring of accounts to help ensure proper allocation and diversification.

Cash Management

Manage cash, income distributions, and liquidity needs.

Tax Loss Harvesting

Tax loss harvesting when applicable.

Our Expert Advisors:

Our goal is to permanently improve every client's financial position and simplify their lives.

Blue Bell PWM compass

J. Scott Miller

Managing Partner

Scott Miller Jr.

Managing Partner

Jon Sobotkin

Partner

Elliot Williams

Business Intelligence Analyst

Our Investment Management Services

Options Strategies

Structured Investments

Exchange Traded Funds

Closed-End Funds

The Insight on Investment Management

Capital Gains: A Comprehensive Guide

Investing can be a powerful tool for building wealth over time. One key concept every investor should understand is capital gains. This term frequently appears in discussions about investments, taxes, and financial planning, but what exactly are capital gains, and how can they impact your financial strategy?

2023 Top 10 Financial Risk Management Service Provider

We are excited to announce that Blue Bell Private Wealth Management has been honored as a 2023 Top 10 Financial Risk Management Services Provider by Financial Services Review!

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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.

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Charles Schwab

Access your account information, statements and tax documents.

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

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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.

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