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.
|Name of Custodial Firm:||Charles Schwab & Co|
|States Licensed in:||ALL|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Advisory Services Provided:||Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Financial Planning for Businesses, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers|
|Investment Types:||Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your home, Our Offices, Video Conference, Via Phone, At your office, At my office|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an 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|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee|
|Organization:||Colonial Community Organization Plymouth Meeting, PA|
|Duration :||04/01/2020-Currently holding|
|BS Economics - Economics||
Pennsylvania State University - University Park
With over 15 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. 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.
Financial Planning for Individuals
I start by understanding my client's goals and needs. Then I gather all pertinent information about their financial situation. After analyzing and projecting the clients financial situation, I provide detailed and comprehensive advice for their goals. This includes retirement and education, their needs like a cash reserve, adequate insurance coverage and their means to achieve financial success through prudent investing. I walk my clients through the implementation of all agreed upon recommendations and bring in trusted professionals to act as experts in the areas of estate planning, taxes, insurance and banking/lending.
Portfolio management is the key to our client's success. I begin with a deep understanding of market and economic conditions. Building on that understanding, I create tailored client portfolios based on their risk tolerance and objectives. I utilize individual stocks, Exchange Traded Funds (ETFs), Closed-end Funds, structured defined outcome Investments and Options to build out the ideal client portfolio.
Retirement planning 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 accumulation to transitioning to income during retirement.
|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|
|Bryn Athyn||Bryn Mawr|
|Fairless Hills||Feasterville Trevose|
|Gwynedd Valley||Haddon Heights|
|King Of Prussia||Lafayette Hill|
|National Park||New Berlinville|
|Spring City||Spring Mount|