Bartolomeo Capital Group is a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges.
Our firm mission is to serve our clients as trusted advisors, helping them reach their financial goals. Bartolomeo Capital Group currently serves C-Suite Executives, Entrepreneurs, HNW and multi-generational families across the country.
We are privileged to have the opportunity to work with many exceptional families (often serving several generations) as well as closely- held businesses and their owners. Established in Narragansett, Rhode Island, we now have expanded to Florida and Massachusetts.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
Company Details
- Employees
- 2
- Founded
- 2018
- Address
- 220 Congress Park Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.bartcapitalgroup.com
- Keywords
- Tax Strategy, Investment Management, Risk Management, Exit Planning, Philanthropic Planning, Legacy Planning.
- HQ
- Delray Beach, FL
Bartolomeo Capital Group Questions
Bartolomeo Capital Group's website is https://www.bartcapitalgroup.com
Bartolomeo Capital Group's LinkedIn profile is https://www.linkedin.com/company/bart-capital-group
Bartolomeo Capital Group has
2 employees.
View email and phone details for 2
employees at Bartolomeo Capital Group.
Bartolomeo Capital Group's industry is
Financial Services
Bartolomeo Capital Group's top competitors are
Chilemass,
Asociación Fintech Guatemala,
University Of Pittsburgh Student Affairs,
Scaleup Labs,
Ai Latin American Summit,
Savior Wealth,
Accelhub Venture Partners,
Startup Grind Guatemala,
Commonwealth Alternatives,
Volcano Summit.
Bartolomeo Capital Group's categories are Financial Services
Bartolomeo Capital Group's founding year is 2018
