Let's move forward. Together.

Comprehensive Wealth Management: Elevating Financial Strategy for Individuals and Families.

The Hartman Bartel Wealth Partners offers comprehensive advice to affluent individuals and families. We focus on strategies for liquidity, longevity, and legacy planning, addressing all financial concerns through a repeatable, proven process. By utilizing a team approach involving UBS resources and personal advisors such as attorneys/accountants, we aim to intensify the value created for clients.

A plan to simplify your financial life

Wealth transfer across generations

Man working on laptop during virtual call

Planning for a changing tax landscape

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

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.

Gregg A. Hartman

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Gregg has been with UBS and its legacy firms for over 28 years. Gregg combined his already successful practice with Bradley Bartel in 2011 to form the Hartman Bartel Wealth Partners in order to create a team for his clients that delivers advice beyond investing. As a portfolio manager Gregg helps create investment solutions for his clients liquidity, longevity and legacy planning needs. Gregg earned a BBA in Economics from Kent State University and has been a licensed financial advisor since 1992. Outside the office Gregg enjoys golfing, boating and traveling with his family. Gregg also is active in supporting the Lake Erie Foundation, USO and Coach Sam's Scholars. He is a life long resident of Cleveland, OH where he and his wife Maureen have been residents of Independence for 26 years.
- Kent State University, B.B.A. degree in economics
18500 Lake Road
Suite 400
Rocky River, OH 44116

gregg.hartman@ubs.com

Gregg A. Hartman

18500 Lake Road,Rocky River,OH,44116
Bradley H. Bartel, CFP

First Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals. His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University. He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License. Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.
- Miami University, BBA in Finance
- CERTIFIED FINANCIAL PLANNER®
18500 Lake Road
Suite 400
Rocky River, OH 44116

bradley.bartel@ubs.com

Bradley H. Bartel, CFP

18500 Lake Road,Rocky River,OH,44116
Susan L. Patchen

Senior Client Associate
View bio
- FL
- NJ
- OH
18500 Lake Road
Suite 400
Rocky River, OH 44116

susan.patchen@ubs.com

Susan L. Patchen

18500 Lake Road,Rocky River,OH,44116
Conor M. Hartman

Client Associate
View bio
- FL
- IL
- OH
18500 Lake Road
Suite 400
Rocky River, OH 44116

conor.hartman@ubs.com

Conor M. Hartman

18500 Lake Road,Rocky River,OH,44116

Gregg A. Hartman

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Gregg has been with UBS and its legacy firms for over 28 years. Gregg combined his already successful practice with Bradley Bartel in 2011 to form the Hartman Bartel Wealth Partners in order to create a team for his clients that delivers advice beyond investing. As a portfolio manager Gregg helps create investment solutions for his clients liquidity, longevity and legacy planning needs. Gregg earned a BBA in Economics from Kent State University and has been a licensed financial advisor since 1992. Outside the office Gregg enjoys golfing, boating and traveling with his family. Gregg also is active in supporting the Lake Erie Foundation, USO and Coach Sam's Scholars. He is a life long resident of Cleveland, OH where he and his wife Maureen have been residents of Independence for 26 years.
- Kent State University, B.B.A. degree in economics
18500 Lake Road
Suite 400
Rocky River, OH 44116

gregg.hartman@ubs.com

Gregg A. Hartman

18500 Lake Road,Rocky River,OH,44116
Bradley H. Bartel, CFP

First Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals. His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University. He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License. Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.
- Miami University, BBA in Finance
- CERTIFIED FINANCIAL PLANNER®
18500 Lake Road
Suite 400
Rocky River, OH 44116

bradley.bartel@ubs.com

Bradley H. Bartel, CFP

18500 Lake Road,Rocky River,OH,44116
Susan L. Patchen

Senior Client Associate
View bio
- FL
- NJ
- OH
18500 Lake Road
Suite 400
Rocky River, OH 44116

susan.patchen@ubs.com

Susan L. Patchen

18500 Lake Road,Rocky River,OH,44116
Conor M. Hartman

Client Associate
View bio
- FL
- IL
- OH
18500 Lake Road
Suite 400
Rocky River, OH 44116

conor.hartman@ubs.com

Conor M. Hartman

18500 Lake Road,Rocky River,OH,44116

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Comprehensive Wealth Management: Elevating Financial Strategy for Individuals and Families.

A plan to simplify your financial life

Wealth transfer across generations

Planning for a changing tax landscape

Turn possibilities into a plan

A leading global wealth manager

Pursuing your goals together

Gregg A. Hartman

Bradley H. Bartel, CFP

Susan L. Patchen

Conor M. Hartman

Gregg A. Hartman

Bradley H. Bartel, CFP

Susan L. Patchen

Conor M. Hartman

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Estate planning strategies

House View Monthly

Retirement planning

Insurance planning

Planning for education financing

Insights

Let's move forward. Together.

Comprehensive Wealth Management: Elevating Financial Strategy for Individuals and Families.

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A plan to simplify your financial life

Wealth transfer across generations

Planning for a changing tax landscape

Turn possibilities into a plan

A leading global wealth manager

Pursuing your goals together

Gregg A. Hartman

Bradley H. Bartel, CFP

Susan L. Patchen

Conor M. Hartman

Gregg A. Hartman

Bradley H. Bartel, CFP

Susan L. Patchen

Conor M. Hartman

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Education

Credentials

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

Estate planning strategies

House View Monthly

Retirement planning

Insurance planning

Planning for education financing

Insights

*

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