Worcester Office
Kyle Swaim is an Associate Advisor with Bartholomew & Company, where he works alongside individuals and families to deliver thoughtful, fiduciary-focused financial guidance. He brings a comprehensive, goals-based approach to planning—helping clients make informed decisions with clarity and confidence.
Kyle joined Bartholomew & Company in 2024, drawing on more than a decade of experience across wealth management, insurance planning, and employee benefits. His diverse background allows him to see the full picture and support strategies that align with each client’s long-term priorities. He holds the Accredited Investment Fiduciary® (AIF®) designation and maintains FINRA Series 7, 63, and 65 registrations, along with life, accident, and health insurance licenses in Massachusetts and New Hampshire.
Kyle spent part of his early life in Munich, Germany, where he graduated from Munich International School before returning to the United States for college. He earned his bachelor’s degree from the College of the Holy Cross. He is passionate about 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, their family shares a love of art—whether visiting museums or creating together at home. On weekends, they enjoy spending time outdoors, embracing an active lifestyle rooted in balance, creativity, and meaningful family time.