Individuals
A trip down the aisle or around the globe. A first home or a first grandchild. A college savings plan or a comfortable retirement. Wherever life takes you, Bartholomew & Company can help you plan for each milestone and enjoy the journey.
Investment Management
Our mission: to protect what you have and follow a prudent, disciplined approach to maximize returns and minimize risk. Count on us to provide you with the full range of investment opportunities.
Retirement Planning
Saving for retirement is essential for everyone—whether you’re close to exiting the workforce or have only recently joined it. We’re specialists in building customized strategies to help you accumulate assets to generate income for retirement.
Tax Planning
Let us collaborate with your tax professional to help minimize the liability for all your personal, investment, and business decisions. As your income and circumstances change, we’ll review and alter the plan, as necessary.
Education Planning
With higher education costs expected to continue to rise, how much can you realistically save for college for your children? We can help you navigate the best tuition financing plan.
Estate Plan Analysis
Our estate planning strategies can help protect your legacy and ensure that your wealth transfers to heirs in keeping with your wishes, with maximum benefit and minimal tax liability.
Insurance Planning
Count on us for recommendations on insurance and other strategies so you can remain confident that your health, your assets, your business, and your family’s plans for the future are protected.
Build Your Financial Future Today
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.