Let's move forward. Together.

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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    Arthur Bartholomew

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
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    • WA

        • Senior Portfolio Manager
        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
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        Jeffrey King

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • VA
        • WA

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

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • MA
              • MD
              • ME
              • MI
              • MN
              • NC
              • NH
              • NJ
              • NY
              • OH
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA

              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
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                    Lorraine Geraghty

                    Client Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • IN
                    • MA
                    • MD
                    • ME
                    • MI
                    • NC
                    • NE
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • RI
                    • SC
                    • TN
                    • TX
                    • VA

                          101 West Elm Street
                          Suite 200
                          Conshohocken, PA 19428

                        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.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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