Let's move forward. Together.

Woman with architectural plans

A plan to simplify your financial life

Family on back porch

Wealth transfer across generations

Man working on laptop during virtual call

Planning for a changing tax landscape

Three generations in apple orchard

Turn possibilities into a plan

Mountain climbers on peak at sunrise

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 Hartman Photo 2023

    Gregg A. Hartman

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • image
    • 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
      • Brad H. Bartel 2023

        Bradley H. Bartel, CFP

        First Vice President–Wealth Management

        • image
        • image
        • image
        • image
        • 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
        • image

          Susan L. Patchen

          Senior Client Associate

          • image
          • image
          • 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
              • image

                Conor M. Hartman

                Client Associate

                • image
                • image
                • 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

                    senior couple, home in background

                    Estate planning strategies

                    House View Monthly

                    Retirement couple holding surfboards

                    Retirement planning

                    Father holding newborn baby

                    Insurance planning

                    Young adult in library

                    Planning for education financing

                    Insights