Wealth Management

A Plan That's As Individual As You Are

At Bartholomew & Company, we know that individual investors have unique needs. We look at the totality of your financial life and work with you to craft a plan that addresses not just your investments, but every aspect of your finances.

Our comprehensive wealth management approach can help create a plan that encompasses the areas of your financial life that mean the most to your overall financial picture:

  • Retirement planning to help ensure that your income is sufficient to support your lifestyle in a tax-advantaged way
  • Estate planning to preserve your assets and ensure that they go to the people and causes you choose
  • Tax planning to minimize your tax burden
  • Risk management to protect your assets
  • Business planning to anticipate issues specific to your business, shareholder equity, and succession
  • Education planning to anticipate and prepare for the growing cost of higher education
Wealth Management Image