Wealth advice that helps inspire confidence

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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    • FL
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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
          arthur.bartholomew@ubs.com
          Arthur W. Bartholomew III, CFP, CRPS
          101 West Elm Street,Conshohocken,PA,19428
        • Jeff

          Jeffrey King

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • IL
          • MA
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          • NC
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          • NJ
          • NY
          • OH
          • PA
          • SC
          • TX
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          • VT
          • WA

          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
                jeffrey.p.king@ubs.com
                Jeffrey King
                101 West Elm Street,Conshohocken,PA,19428

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