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UBS Wealth Way

Multigenerational families

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

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    • 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
      • Brad H. Bartel 2023

        Bradley H. Bartel, CFP

        First Vice President–Wealth Management

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        • 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
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          Susan L. Patchen

          Senior Client Associate

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          • FL
          • NJ
          • OH

                18500 Lake Road
                Suite 400
                Rocky River, OH 44116
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                Conor M. Hartman

                Client Associate

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                • OH

                      18500 Lake Road
                      Suite 400
                      Rocky River, OH 44116

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