Investment Management Service

BWA can provide the discipline needed to help achieve long-term investment success. We will design and manage a portfolio specifically tailored to address your risk tolerance, time horizon, and goals.

Reducing risk through diversification and constant monitoring of asset allocation is the centerpiece of our investment philosophy.  With no affiliation or obligation to any parent company, we ensure our clientele objectivity. Our investment solutions are structured around your needs not proprietary offerings.

As part of our service, we prepare a comprehensive financial plan as we work through choosing a suitable allocation to meet your investment needs. Each year we will revisit the financial plan and make necessary revisions and updates that reflect the changes in your personal life, the economy and current laws.

Financial Planning Service

BWA can provide advice and guidance for many areas of your financial life – from retirement and college planning, to estate planning, insurance, business planning, and taxation. Available online, on paper, by phone, and in person, our advice is accessible to all and unique to each investor's goals and financial circumstances.

We encourage our clients to call us when they have a major life event such as a new job, addition to the family, a marriage, or divorce, buying a new home, and so forth. We also encourage our clients to call us with the everyday type questions as well, such as How should I invest my 401k? How can I reduce my taxes? Should I refinance my home? What should I do with my stock options at work?

Enhanced Financial Planning

Bartolf Wealth Advisors is pleased to announce the introduction of a new service. We are now able to consult clients/prospects on the coordination of their financial and estate plans, even if they dont invest their funds with us. Already, we have acted on our clients behalf with their other professional advisors, but this new service takes that to another level by providing an integrated plan to cover all aspects of a clients financial life. A typical scenario would be an initial meeting, coordination of information and delivery of a financial/estate plan summarizing where the client stands, where they need to be and how they can get there.

In addition, we can review estate planning documents from an administrative standpoint (the legal review is for the lawyers). This is often helpful both from a financial/tax savings aspect and in aligning the documents with the true wishes of the client. Every family has similar issues, but different moving parts.

Charges for this service are on an hourly basis and the ultimate fee will be determined by the complexity of the clients issues. We will also offer this service as a one-time overview with a follow up meeting or report to summarize their situation.