Blue Bell Private Wealth Management

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.

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


Elliot Williams

Business Intelligence Analyst

Our Investment Management Services


A call option is a contract that gives the holder the right to purchase the underlying security at a specified price for a certain fixed period of time.


Structured Investments utilize various trading techniques to provide a range of unique risk reduction and diversification strategies. Structured Investments are both compliments and/or alternatives to ETF and Index Fund investing.

Exchange Traded

An Exchange-Traded Fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.


A Closed-End Fund (CEF) is a type of collective investment fund. A CEF has an asset manager who invests a portfolio of investments in order to meet the fund’s investment objectives.

The Insight on Investment Management



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.



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.