Mission
To guide our clients in making the right decisions for their future. We will accomplish this through education, communication and service which exceeds our clients' expectations.

Vision
To be viewed as the BEST in the minds of our clients at helping our clients work toward financial security.


A community where your future takes first priority. A place where people care about your dreams, goals, and extended family.

Welcome to a unique community - a community in which acts of "random kindness" occur on a daily basis, a place where you'll find your favorite beverage being served when you arrive and your birthdays and anniversaries fondly noted.

It's Bartler Wealth Management Group, and at its center, you'll find Charles Bartler, CLU, ChFC - a wealth advisor who has reached out to his clients in an extraordinary way, and built extraordinary friendships.

Ever expanding, our web site is just an introduction to our friendly staff and full complement of financial services. As our name implies, we help pre-retirees and retirees plan financial futures and protect their hard-earned money. We know you want more financial freedom, more free time, and more meaning from the years ahead - and we plan to make it happen!
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, www.finra.org www.sipc.org, Charles C. Bartler, Registered Representative. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Charles C. Bartler, Investment Advisor Representative. Bartler Wealth Management Group and Securities America are unaffiliated.
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