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Blue Bell Private Wealth Management

Tel: 484-221-5408
470 Norristown Road
Suite #305
Blue Bell, PA 19422
Blue Bell Private Wealth Management | Financial Advisor in Blue Bell ,PA

"Independence you can TRUST"


About Mike Weber

With over 17 years of experience in the financial services industry, I guide families and individuals to focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.


About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.

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General Information

Firm Start Year:   2005
No. of Employees:   10-19
Name of Custodial Firm:   Charles Schwab & Co
States Licensed in:   ALL
Work with the following types of clients:   Businesses, Families, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning, 401K Rollovers, Risk Management, Money Management, Wealth Management

Services

Investment Types:   Commodities, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Alternative Investments
Can meet clients in the following ways:   Your Home, Our Office, Your Office, Phone, Video Conference

Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:   400+
Assets Managed by Firm:   $550,000,000+

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets, Flat Fee

Board Positions

Organization :   Colonial Community Organization, Plymouth Meeting, PA
Position :   Founder/Chairperson/President
Duration :   04/01/2020-Present

Education

BS Economics  - Economics   Pennsylvania State University  - University Park
06/01/2001-06/01/2005

Financial Services

Portfolio Management

Portfolio management is the key to our client's success. We begin with a deep understanding of market and economic conditions. Building on that understanding, we create tailored client portfolios based on their portfolio objectives. We utilize Exchange Traded Funds (ETFs), Closed-end Funds, private, competitively bid Structured Investments and Option overlays to build out the ideal client portfolio.

Retirement Planning

Financial independence is the most popular planning goal I come across. In today's world, with limited to no pensions, investing for retirement is on the shoulders of the individual. I use my knowledge and experience to guide my clients through the phases of retirement planning from accumulation to transitioning to generating cash flow during retirement. I will add value in whichever phase your in currently.

401K Rollovers

The most common reasons for rolling over an old employer sponsored plan is the lack of investment options provided by the plan, desire for professional portfolio management and other services. Regardless if it makes sense to leave a 401k at a previous employer or roll it over to an IRA, I can help with the decision making process and explain all the pros and cons.

Insurance Planning

Through my financial planning process, I evaluate my clients overall insurance needs including life, health, disability, long-term care and property casualty liability coverage. I do not sell insurance products because we're fee-only advisors. I provide my clients with recommendations and help them acquire the needed policies.

Annuities

I do not sell annuities. For most people, we have better options.

Estate Planning & Trusts

Estate planning is a crucial part of every client's financial plan. Everyone at least needs a will, power of attorney and healthcare proxy. Clients with small children should create trusts under their wills to ensure the assets are used appropriately for the child. I work with attorneys to implement estate plans and if needed, create complex estate planning strategies.

Tax Advice and Services

I provide tax planning on an annual basis using specialized tax planning software or with the client's accountant.

Education Funding and Planning

I prefer to incorporate flexibility and options when helping my clients save for their children's education. I build education planning timelines for each child that start young and end with helping my clients understand how to choose the best education for their unique child.

Risk Management

Risk management is the most important part of portfolio management and key to long-term success. We deploy advance risk management strategies to protect against downside risk and providing the opportunity for upside return.

Financial Advice & Consulting

Trust is earned. Relationships are based on trust. Advice is accepted in a trusted relationship. I listen to my clients. I listen to their concerns, their ideas and what they want to accomplish financially for themselves and their family. I openly discuss all available options to meet a particular financial goal, including the opportunities and the risks. I'm a advocate for my clients in all areas of their finances when other professionals are involved such as insurance agents, loan officers, attorneys and accountants. I work closely with these other professionals to provide holistic services to my clients.

Wealth Management

Wealth is a relative term. What matters is your wealth. The most important aspect of wealth is understanding what your wealth can and can't do for you and your loved ones.

Money Management

We focus on downside protection while maintaining the potential for strong returns in our client's portfolio objective bands or risk tolerance levels.


FAQs

Do you have a customer satisfaction or refund policy?

Yes, I guarantee the complete satisfaction of my financial planning services and will refund financial planning fees if the client is not satisfied.

How are you compensated? How will I pay for your services?

We are fee only. The client has the option to pay a percentage of assets under our management or a flat fixed annual fee. The client will receive both financial planning and investment advice under ONE fee regardless of the path the client chooses.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We typically manage client accounts on a "discretionary" basis. Meaning we do not require permission and/or discussion for every buy or sell transaction. Client objectives and many other factors are discussed upfront and reviewed on an on-going basis. We feel this is the preferred method from both the client's perspective and ours. We do accommodate new clients by discussing transitions more frequently if requested by the client.

Will you be the only person working with me?

I am my client's go-to for financial planning and investment discussions. Being available for my clients is important to me. We have great client service professionals to help with forms, updates, administrative details, etc. and a portfolio management team to oversee day-to-day trading, transactions, monitoring, research and analysis. All team members can be made available when needed.

Have you ever been charged with any breaches?

No.

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Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

https://bluebellpwm.com/disclosure/

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1885437/wiseradvisor-blue-bell-private-wealth-management-detailed-disclosure.html


Disclaimer

https://bluebellpwm.com/disclosure/

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 6:00 PM
Tue. 8:00 AM - 6:00 PM
Wed. 8:00 AM - 6:00 PM
Thu. 8:00 AM - 6:00 PM
Fri. 8:00 AM - 6:00 PM

Communities Served

Abington Ambler
Ardmore Aston
Audubon Bala Cynwyd
Bally Barrington
Barto Bechtelsville
Bellmawr Bensalem
Berwyn Beverly
Birchrunville Boyertown
Bridgeport Bristol
Brookhaven Broomall
Bryn Athyn Bryn Mawr
Camden Chadds Ford
Chalfont Cheltenham
Cherry Hill Chester
Chester Springs Cheyney
Clarksboro Claymont
Clifton Heights Collegeville
Collingswood Colmar
Croydon Crum Lynne
Darby Devon
Douglassville Downingtown
Doylestown Drexel Hill
Dublin East Greenville
Elkins Park Elverson
Essington Exton
Fairless Hills Feasterville Trevose
Flourtown Folcroft
Folsom Fort Washington
Fountainville Frederick
Furlong Gibbstown
Gilbertsville Gladwyne
Glen Mills Glendora
Glenmoore Glenolden
Glenside Gloucester City
Green Lane Gwynedd
Gwynedd Valley Haddon Heights
Haddonfield Harleysville
Hatboro Hatfield
Haverford Hilltown
Holmes Horsham
Huntingdon Valley Immaculata
Jamison Jenkintown
King Of Prussia Lafayette Hill
Langhorne Lansdale
Lansdowne Lawnside
Levittown Line Lexington
Magnolia Malvern
Mantua Maple Shade
Marcus Hook Media
Merchantville Merion Station
Mickleton Mont Clare
Montgomeryville Moorestown
Morton Mount Ephraim
Mount Royal Narberth
National Park New Berlinville
New Hope Newtown
Newtown Square Norristown
North Wales Norwood
Oaklyn Oreland
Ottsville Palm
Palmyra Paoli
Parker Ford Paulsboro
Pennsauken Pennsburg
Perkasie Perkiomenville
Philadelphia Phoenixville
Pipersville Pottstown
Prospect Park Quakertown
Rancocas Red Hill
Richboro Richlandtown
Ridley Park Riverside
Riverton Royersford
Runnemede Sassamansville
Schwenksville Sellersville
Sharon Hill Silverdale
Skippack Somerdale
Souderton Southampton
Spring City Spring Mount
Springfield Swarthmore
Telford Thorndale
Thornton Thorofare
Trumbauersville Upper Darby
Villanova Wallingford
Warminster Warrington
Wayne Wenonah
West Chester Westville
Willingboro Willow Grove
Wilmington Woodbury
Woodbury Heights Woodlyn
Wycombe Wyncote
Wynnewood Zieglerville

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