Services
Our firm has comprehensive knowledge in the core areas of financial planning to support you in pursuing your financial goals. We take the time to understand what is important to you while working with you to identify your short term and long term goals. We realize each client has varying circumstances and financial goals and we make it a priority to review and analyze your financial situation and provide direct answers to your retirement and financial questions
"5-Star Wealth Manager" by Philadelphia Magazine.
Charles Bartler is a 9 year winner of this award. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
THE FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 11% of 3910 wealth managers in the Philadelphia area in 2019. Award candidates are identified by one of three sources: firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an invesstment advisory representative or a registered investment advisor: (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five yearss; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One year client retention (g) Five-year client retention rate; (h) non-institutional discretionary and or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluaions are included in the score. Each wealth manager is reviewed for regulator actions civil judicial actions, and customer complaints. A favorable regulator and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatroy acton that resulted in a license being suspended or revolked, or payment of a fine; * Had more than a total of three settled or pending customer complaints filed against them with any regualtory authority or through Five Star professiona's consumer complaint process, *Individually contributed to a financial settlement of a customer complaint filed with aregualatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of five Star Wealth Managers. Scores reflect an average of ll respondents and are not representative of any one client's evaluaton. The five Star award is not indicative of the wealth manages' future performance. Wealth managers may or may not use discreton in their practice and therefore may not managed their clients' assets. Working with a FIVE STAR wealth manager or any wealth manager is no guaranatee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accoomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Fig Star Wealth Manager list shoud not be construed as an endorsement of the wealth manager by Five Star Professonal or the magazine. Five Star Professional is no an advisory firm.
Wealth Management
Let us formulate a wealth management plan that provides key elements to help you work towards your personal goals and objectives. We believe in building personal and long term relationships with our clients while we manage their portfolios.
As an independent firm, Bartler Wealth has none of its own financial products. We focus on providing unbiased advice and counsel on your investments to help you pursue your personal goals. Because we are independent, we are not swayed by proprietary interests and provide you with direct advice that puts your needs first.
As an independent firm, Bartler Wealth has none of its own financial products. We focus on providing unbiased advice and counsel on your investments to help you pursue your personal goals. Because we are independent, we are not swayed by proprietary interests and provide you with direct advice that puts your needs first.
Retirement Process
Let Bartler Wealth help you navigate the overwhelming process of transitioning into retirement. Understanding your choices is important to making an educated decision for you and your family’s future. The IPRO® is a personal financial retirement planning tool designed exclusively for telecommunication and utility employees.
The IPRO® helps you plan for retirement by:
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The Bartler Team
Charles Bartler is a CLU and ChFC with over 40 years of experience in financial planning, winner of numerous accolades in the financial industry and specialized in union utility worker retirement planning. Christopher Bartler is our Director of Operations with over 10 years of experience. Chris is a relationship builder, marketer and specialized in union utility worker retirement planning. Kathleen Polidoro is Operations Specialist and holds a series 6 securities license. She handles all the processing in the office and personally assists clients with their servicing issues when the need arises. Colleen Kapczynski is a Client Relations representative who comes with a wealth of knowledge of the finance industry and customer service. Check the background of this investment professional on FINRA's BrokerCheck. - See more at: |
Retirement Portfolio
Conducting periodic retirement portfolio reviews allow us to evaluate your financial situation and create a retirement portfolio that is suitable for you. We believe it is important to review your financial situation to determine the probability of your assets providing lifetime security for you and your family.
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