Hartwell & Company

Michael De Rosa is a financial advisor at Hartwell & Company with a Series 65 designation and one year of industry experience. His background includes over a decade in education and roles at Hartwell Wealth Management since 2022. Prior to his advisory career, he worked at South Haven/Covert KOA Kampground from 2018 to 2021. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm follows a fiduciary standard and employs a mix of investment strategies, including ETFs and mutual funds, with regular account monitoring and client reviews.

Ryan Hartwell is a CFP® with six years of industry experience, currently serving at Hartwell & Company. His prior roles include positions at LPL Financial, USA Financial Securities, and Hartwell & Wolf. Ryan is also involved with Hartwell Wealth Management LLC, an independent investment advisory firm he founded. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm operates under a fiduciary standard and employs a mix of investment strategies, including ETFs, mutual funds, equities, and fixed income, with both discretionary and non-discretionary account management.

James Hartwell is a CFP® with 20 years of experience in the financial services industry. He is the principal of Hartwell & Company, where he has worked since 1989, and has held roles at USA Financial Securities and LPL Financial. Hartwell also oversees Hartwell Financial LLC, an accounting and tax preparation business. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm follows a fiduciary standard, employs a range of investment strategies including ETFs and mutual funds, and operates as a small, three-advisor firm with affiliated accounting and payroll services.