Wealth Management

At Bartholomew & Company, we know that individual investors have unique needs. We look at the totality of your financial life and work with you to craft a plan that addresses not just your investments, but every aspect of your finances.

Our comprehensive wealth management approach can help create a plan that encompasses the areas of your financial life that mean the most to your overall financial picture:

• Retirement planning to help ensure that your income is sufficient to support your lifestyle in a tax-advantaged way
• Estate planning to preserve your assets and ensure that they go to the people and causes you choose
• Tax planning to minimize your tax burden
• Risk management to protect your assets
• Business planning to anticipate issues specific to your business, shareholder equity, and succession
• Education planning to anticipate and prepare for the growing cost of higher education