Lee, MA Office

Bartholomew & Company Wealth Management, LLC provides discretionary and non‑discretionary asset management and financial planning to a mix of institutional clients (trusts, municipalities, foundations, endowments, and non‑profits) and individual investors, and offers retirement‑plan consulting, plan participant consulting, and wealth management consulting. The firm also makes Commonwealth‑ and LPL‑sponsored advisory programs and variable annuity subaccount management available to clients.

Advisors implement an institutional research process and firm‑developed model portfolios that combine active, passive, and core‑satellite strategies, with particular emphasis on short‑term, high‑grade fixed income and municipal bond strategies and available ESG‑oriented approaches. Accounts are generally monitored on an ongoing basis, clients commonly grant discretionary trading authority, and advisors meet with clients at least annually to review holdings and objectives.

The brochure notes that Bart & Co. WM was newly registered as an SEC adviser in 2026 while continuing an advisory practice that dates to 1994, and it reports approximately $1.92 billion in discretionary AUM managed by a relatively small advisory team — a setup that concentrates AUM per advisor and accompanies a planned transition of Commonwealth programs to LPL in November 2026. The firm also discloses advisors’ dual roles as broker‑dealer representatives and insurance agents and a range of custodial and platform arrangements (NFS/Fidelity/Schwab and anticipated LPL relationships), operational features the firm identifies as creating specific conflicts it seeks to manage.