Blue Bell Wealth Management
Website: https://www.bluebellpwm.com
Contact: Alex LaRosa
Email: alarosa@bluebellpwm.com
Blue Bell Wealth Management respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, contact us, or use our services.
By using our website or submitting information to us, you agree to the terms of this Privacy Policy.
We may collect personal information that you voluntarily provide to us, including your name, email address, phone number, mailing address, financial information, and any other information you choose to submit through our website, contact forms, consultations, or other communications.
We may also collect certain non-personal information automatically when you visit our website, such as your IP address, browser type, device information, pages visited, time spent on the site, and other usage data.
Blue Bell Wealth Management may use the information we collect to respond to inquiries, provide financial planning or wealth management services, schedule consultations, communicate with clients and prospective clients, improve our website and services, send relevant updates, and comply with legal, regulatory, and business obligations.
We do not sell your personal information.
We may share personal information only when necessary to provide our services, comply with applicable laws or regulations, protect our rights, or work with trusted third-party service providers who help us operate our business.
These third parties may include technology providers, compliance professionals, custodians, financial institutions, legal advisors, or other service providers necessary to support our operations.
We require service providers to protect your information and use it only for the purposes for which it was provided.
Because Blue Bell Wealth Management may provide financial services, we understand that information shared with us may be sensitive. We take reasonable administrative, technical, and physical safeguards to protect confidential and personal information from unauthorized access, misuse, loss, or disclosure.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Our website may use cookies, analytics tools, or similar technologies to improve user experience, analyze website traffic, and understand how visitors interact with our site.
You may adjust your browser settings to refuse cookies or alert you when cookies are being used. Some website features may not function properly if cookies are disabled.
If you provide your email address, we may use it to respond to your inquiry, send service-related communications, or provide relevant updates.
You may opt out of non-essential marketing communications at any time by following the unsubscribe instructions in the email or contacting us directly at alarosa@bluebellpwm.com.
We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal and regulatory requirements, resolve disputes, and maintain business records.
Depending on your location, you may have certain rights regarding your personal information, including the right to access, update, correct, or request deletion of your information.
To make a privacy-related request, please contact us at:
Blue Bell Wealth Management
Contact: Alex LaRosa
Email: alarosa@bluebellpwm.com
Website: https://www.bluebellpwm.com
Our website may contain links to third-party websites. Blue Bell Wealth Management is not responsible for the privacy practices, policies, or content of third-party websites. We encourage users to review the privacy policies of any external sites they visit.
Our website and services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If we become aware that information has been collected from a child, we will take appropriate steps to delete it.
Blue Bell Wealth Management may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Continued use of our website after changes are posted means you accept the revised Privacy Policy.
For questions about this Privacy Policy or how your information is handled, please contact:
Alex LaRosa
Blue Bell Wealth Management
Email: alarosa@bluebellpwm.com
Website: https://www.bluebellpwm.com
Effective Date: May 21, 2026
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