Kyle Swaim is a Wealth Advisor with Bartholomew & Company, where he partners with individuals and families to deliver thoughtful, fiduciary focused financial planning and investment guidance. Kyle joined Bartholomew & Company in 2024, bringing over a decade of experience across wealth management, insurance planning, and employee benefits, allowing him to take a comprehensive, goals based approach to financial decision making. He holds the Accredited Investment Fiduciary® (AIF®) designation and maintains multiple FINRA licenses, including Series 7, 63, and 65, as well as Life, Accident, and Health insurance licenses in Massachusetts and New Hampshire. Kyle spent part of his early life living in Munich, Germany, where he graduated from the Munich International School before returning to the United States to pursue higher education. He earned his bachelor’s degree from the College of the Holy Cross and is committed to helping clients build, protect, and sustain long term financial confidence through disciplined planning and personalized advice.
Kyle lives in Massachusetts with his wife, Carla, and their two children. Outside of work, he enjoys golfing, gardening, and fishing. Inspired by Carla’s work as an artist, Kyle and his family share a love of art, including visiting museums and creating together at home. On weekends, they value spending time in nature, exploring the outdoors and embracing an active lifestyle that reflects their appreciation for balance, creativity, and quality family experiences.
