Bartholomew & Company, Inc.

ATTENTION:  Due to the governor’s “stay-in-place” mandate, our physical office is currently closed.  However, our staff is working remotely, and we remain available to support you. If you need anything, please contact our office at 508-753-8807 or 800-440-8807. You may also access your account information electronically by logging into Investor360°, and return to our website for updated articles and information. Thank you, and be well.

As one of New England's premier wealth management firms, we bring together all the parts of your financial life, so they can be analyzed, managed, and transformed into one continuous whole.

We offer a range of comprehensive planning services paired with an investment philosophy personalized to both the near- and long-term future you envision. 

Working together, we help you maintain the quality of life you lead right now and the legacy you hope to hand down to future generations. Finding the right path to achieving both objectives involves the discipline we call the art of preservation.

We are also a leading provider of specialized investment management services for Massachusetts cities and towns. Learn more.