How can we help you? Most likely, we can help you in many ways! We realize that your goals and priorities change as you progress through life, and our wealth planning process is designed to change with you.

On a practical level, Bartler Wealth Management Group provides wealth planning services for individuals, couples, families and family trusts. We even advise companies and corporations, often in regard to their retirement plans. We organize and consolidate all of your financial information simplifying your financial life, using our Wealth Management System

Wealth planning is our purpose, yet that's not all we do. We play an important role in our clients' lives - a role that's both financial and emotional.

We hold our annual cocktail party at Braddocks Tavern in Medford, NJ as well as various fishing trips out of Ocean City. Additionally, we co-sponsor the annual Make A Wish Foundation's "Dishes for Wishes" benefit event. At this event, 50 of the best restaurants compete for the title of "Best Restaurant".

Our wealth advisors and associates are down-to-earth, upbeat, and energetic. They use long-range vision to help you plan to increase your net worth, and reduce your taxes. They aim to solve problems, and prevent problems from occurring.




Our personal financial management includes periodic portfolio reviews and rebalancing of assets within the portfolio. We practice asset allocation and modern portfolio theory, planning by the same financial principles that were recognized with a Nobel Prize a few years ago.

Our retirement planning helps people make an easier transition to "salary-free living" - a confident transition, followed by consistent financial management designed to provide income, growth, and protection against taxes.

Estate planning is a priority for many families of means. We assist our estate planning clients to create a family legacy, so that their wealth may perpetuate to loved ones, and favorite causes.

Families establish revocable and irrevocable trusts for tax advantages, and for ongoing wealth protection. With our trust planning, we help them to create tax-advantaged, and often tax-exempt, sources of wealth.

Many growing businesses and corporations ask us to design and implement 401(k), pension and profit sharing plans for their employees. We help human resources officers, plan fiduciaries, CFOs, and owners with employee benefit planning.

Small business owners often come to know us through our accounting services and tax planning. The quality of the relationship often inspires these owners to request personal financial and retirement planning services from us as well.

Many of our clients inquire about long term care insurance. We show them the ways it can be funded, and alert them to the many different types of LTC care now available.



Our mission is to help you to make the right financial decision for your future. We will accomplish this through education, communication and service, which exceeds our clients' expectations. Our vision is to be viewed as the BEST in the minds of our clients at helping them work toward financial security.

We have clients not only in the Delaware Valley, but all over the nation. They're successful people who have realized that financial planning can mean the difference between living well and merely living; they want advice for retirement, and methods designed to help their investments grow.

We provide financial strategies in accordance with their goals, values and tolerance for risk. We share our thoughts on investing, and recommend the long-term investments that are likely to help our clients meet their goals.



Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, www.finra.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.