Thomas J. Bartholomew of Bartholomew & Company Honored in Forbes’ Top Wealth Advisor
Worcester, MA (August 3, 2016) - Bartholomew & Company, Inc., a premier wealth management firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF©, has been named to Forbes’ Top Wealth Advisors list for 2016. The inaugural list will be published in the August 23, 2016, issue of Forbes magazine and is currently featured online at www.forbes.com/top-wealth-advisors.
Mr. Bartholomew founded Bartholomew & Company in 1994, following more than two decades of experience in the investment and banking industries. Bartholomew & Company offers a range of comprehensive financial planning services paired with a conservative investment philosophy.
Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s independent broker/dealer–RIA, said, “I extend my most sincere congratulations to Tom for being named to this list of dynamic financial advisors. Having been a part of the Commonwealth community for the past two-plus decades, Tom has a passion for providing independent financial advice and a commitment to doing right by his clients, and we are pleased to see him recognized on this scale. We value Tom’s partnership, commend his achievements, and will continue to offer the support Bartholomew & Company demands.”
“I am honored to be named to this exclusive list by such a respected global business publication as Forbes,” stated Bartholomew. “My inclusion on the Top Wealth Advisors list, however, would not be possible without the commitment of the Bartholomew & Company team, combined with the trust of our loyal clientele.”
The ranking of Forbes’ Top Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating approximately 11,000 advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person interviews). This recognition is not indicative of the advisor’s future performance. For the full methodology,* developed in partnership with SHOOK Research, please visit www.forbes.com/shook-research-methodology-forbes-top-wealth-advisors.
*Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.