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At Bartolf Wealth Advisors, we take pride in our extraordinary client service and relations. We believe that greater knowledge of a client's unique financial situation is the key to developing creative, long-term investment strategies for our clients. As wealth managers, our mission is to assist our clients in identifying their life's goals and helping them to achieve the financial independence to accomplish them.
We work primarily with families, pre-retirees, retirees and surviving spouses concentrating on all the financial aspects important to those clients, including:
- Strategic wealth management
- Fixed income (individual bonds and/or funds)
- Cash management
- Long-term investment planning
- Estate tax reduction or elimination
- Income tax reduction, elimination and planning
- Retirement planning
- Elder care planning
- Education planning
One of our unique offerings is to "partner" with your other professionals so as to create the highest level of teamwork between your advisors in order to create the very best results for our clients.
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