Three Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award
Worcester, MA (March 1, 2022)—Bartholomew & Company, a financial planning and wealth management firm with headquarters in Worcester, Massachusetts, today announced that three of its wealth advisors have been named 2022 Five Star Wealth Managers* by Boston magazine. Approximately 13% of wealth managers in Massachusetts were named to the list.
Thomas J. Bartholomew, AIF®, Dory Huard, RICP®, AIF®, and Joshua Paul, CFP®, AIF® from Bartholomew & Company’s Worcester office were named to the list. For more information on each advisor, please visit the firm’s team page at www.bartandco.com/team.
“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention its advisors put into each client relationship,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s independent broker/dealer-RIA. Tom, Dory, and Joshua are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”
The 2022 Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.
As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. The 2022 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA with branch offices in Chatham and Framingham, MA, the firm prides itself on crafting customized strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 513 (13% of candidates) were named 2022 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.