Wealth advice that helps inspire confidence

Generational Family on Beach

Charlie Munger, Vice Chairman of Berkshire Hathaway, has been quoted as saying "People who think investing is easy are stupid." While we may not agree with Mr. Munger's choice of words, we do believe investing is challenging. It requires thoughtful action coupled with emotional endurance.

We believe investors who understand the "why" behind any given investment approach develop the patience to allow it to succeed. We believe a core set of beliefs is critical to withstand the distractions of today's information overload society.

To address this issue, we have developed our educational video, "The Problem with Money". It has 14 chapters, each about three minutes in length. Each chapter isolates an issue or obstacle to successful investing. We then share perspectives on how we define and manage each challenge.

We also believe that a comprehensive approach to wealth management must include planning. Failing to hedge potential "end of life" care expenses or estate tax consequences can undo years of productive investing.

In conclusion, we believe our core role is to protect our clients from the consequences of making emotional decisions. Emotions are the primary obstacle to successful investing. We can be your anchor to rational thought. Tax laws and planning solutions are constantly changing. We pledge to keep you informed as these issues evolve.

Bartholomew Wealth Management Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Arthur W. Bartholomew

    Arthur W. Bartholomew III, CFP, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    Arthur W. Bartholomew, III is a First Vice President-Wealth Management and senior team member of the Bartholomew Wealth Management Group (BWMG) at UBS Financial Services in Conshohocken, PA. BWMG advises individuals, families and corporate retirement plans. Our focus is on teaching clients how to define their financial goals and help them chart a course to achieve those goals. The biggest challenge and our primary role is to encourage rational thinking and behavior during the inevitable emotional movements that are part of investing. We gain satisfaction from working with our clients over decades and guiding them through the turbulence of life.

    Art earned a bachelor's degree in history from Cornell University where he played varsity basketball. He went on to coach basketball at both Villanova University and La Salle College where both programs played in the NCAA tournament during his tenure.

    In 1980 he began his financial services career with Mosely Hallgarten Eastbrook and Weeden.  The majority of his career covering 22 years was spent at Smith Barney/ Morgan Stanley before joining UBS Financial Services in November 2013. To better serve his clients Art has achieved the Certified Financial Planner designation and is also a Chartered Retirement Plans Specialist. He serves on the board of directors of the Friends of the Upper Delaware River, an environmental organization. He is an avid fly fisherman and goose hunter.

    Married to his wife of 38 years Pamela Burtis Bartholomew, they reside in Swarthmore, Pennsylvania. Pam and Art have three grown sons.

          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
        • Jeffrey P. King

          Jeffrey King

          Account Vice President

          Financial Advisor

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          Jeffrey P. King is a Financial Advisor and Portfolio Manager with the Bartholomew Wealth Management Group at UBS Financial Services, Inc. Jeffrey received his B.S. in Business Administration with a concentration in Finance from West Chester University.  Jeffrey started his career as a financial planning analyst and regional tech trainer at Smith Barney in 2005.  He worked with multiple advisors to help clients formulate a financial plan for their distinctive needs.  In 2009 he partnered up with Arthur forming the Bartholomew Wealth Management Group where the team now manages over 300 million in assets. 

          Jeffrey currently resides with his wife Amy and two children, in Villanova, PA.  HIs passions include fitness, hockey, skiing, and hiking.

                101 West Elm Street
                Suite 200
                Conshohocken, PA 19428
              • James Theodore Bartholomew

                James Bartholomew

                Financial Advisor

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                James is a licensed investment advisor with the Bartholomew Wealth Management Group. He specializes in investing for high-net-worth families & business owners. James also built a suite investment services that pass fiduciary testing for luxury condominium & homeowner associations and has been serving the condo and HOA market for about a decade.

                James was the longtime President of NuRiver Landing Condominium. As President, James won a land dispute with the City of Fort Lauderdale and Broward County that resulted in a $42 million win for the Association. He also beat Comcast in a contractual dispute that resulted in the termination of a 15 year bulk contract and the return of over $100,000 refunded directly to owners. Most notably, James instituted an investment plan that safely generated more return in the first 2 years, roughly $400,000.00, than the Association had earned in its entire history. This was accomplished against the backdrop of two major market declines including the worst recession in over a decade and the global pandemic that began in Wuhan, China. From his work with clients and leading his own Association, James may have the deepest understanding of community association financials in the USA.

                In his spare time, James is a regular on NBC's American Ninja Warrior where he is known as the Investment Ninja. He was 1 of just 82 people out of 77,000 to reach the National Finals in Las Vegas in 2018.

                James is a published data analytics author. He was the lead author on a series of papers measuring efficiency in basketball. In 2011 he also coached Mens Basketball at FGCU (#15 on your bracket but #1 in your heart). In 2008 James was a basketball player on the Harlem Globetrotters International Tour. For fun, James currently coaches in Nike's Elite Youth Basketball League ("EYBL") & may be the only coach in history to win two FHSAA basketball state championships in one year.  He helped #22 Calvary Christian Academy & Pine Crest earn the title in 2021.

                      401 East Las Olas Boulevard
                      Suite 2300
                      Fort Lauderdale, FL 33301

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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