GET TO KNOW ME
Richard L. Bartholomew II, MBA, CFP®
Senior Wealth Advisor \ Wealthcare Private Client, LLC
As a CERTIFIED FINANCIAL PLANNER™ certificant, Rick’s responsibilities include:
- Analyzing the client’s total financial picture and developing customized recommendations designed to achieve the client’s stated financial goals.
- Coordinating estate, insurance, tax, investment, philanthropic, and cash flow considerations into a comprehensive plan tailored for each client.
Rick Bartholomew is a Wealth Advisor at Wealthcare Financial, where he excels in providing goals-based wealth management to family stewards, individuals in transition, and thriving retirees. Utilizing the Wealthcare process, Rick effectively helps clients achieve their life goals through meticulous analysis of their financial situations and crafting personalized recommendations.
Rick’s genuine nature, outstanding service, and passion for helping others have made him a highly effective and successful advisor. He integrates estate planning, insurance, tax strategies, investments, philanthropic goals, and cash flow management into comprehensive plans tailored for each client. His extensive experience includes developing planning solutions for high net worth individuals and families.
Before joining Wealthcare Financial, Rick amassed seven years of experience in the banking and financial advisory sectors. He previously served as a Senior Financial Planner at a prominent national consulting firm in Atlanta, GA, where he specialized in developing thorough financial plans and bespoke recommendations to help clients achieve their goals.
Rick holds a Bachelor of Business Administration in Finance and a Master of Business Administration from Marshall University. He also completed the CFP® Certification Professional Education Program at the College for Financial Planning.
Rick resides in Ponte Vedra, FL, with his wife, Tanya, and their son. He enjoys family time, music, exploring new technologies, and engaging in various sports activities. Originally from Huntington, WV, Rick has a personal connection to the Warner Bros. film “We Are Marshall,” where he makes a cameo appearance.
GET TO
KNOW
ME
Richard L. Bartholomew II, MBA, CFP®
Senior Wealth Advisor \ Wealthcare Private Client, LLC
As a CERTIFIED FINANCIAL PLANNER™ certificant, Rick’s responsibilities include:
- Analyzing the client’s total financial picture and developing customized recommendations designed to achieve the client’s stated financial goals.
- Coordinating estate, insurance, tax, investment, philanthropic, and cash flow considerations into a comprehensive plan tailored for each client.
Rick Bartholomew is a Wealth Advisor at Wealthcare Financial, where he excels in providing goals-based wealth management to family stewards, individuals in transition, and thriving retirees. Utilizing the Wealthcare process, Rick effectively helps clients achieve their life goals through meticulous analysis of their financial situations and crafting personalized recommendations.
Rick’s genuine nature, outstanding service, and passion for helping others have made him a highly effective and successful advisor. He integrates estate planning, insurance, tax strategies, investments, philanthropic goals, and cash flow management into comprehensive plans tailored for each client. His extensive experience includes developing planning solutions for high net worth individuals and families.
Before joining Wealthcare Financial, Rick amassed seven years of experience in the banking and financial advisory sectors. He previously served as a Senior Financial Planner at a prominent national consulting firm in Atlanta, GA, where he specialized in developing thorough financial plans and bespoke recommendations to help clients achieve their goals.
Rick holds a Bachelor of Business Administration in Finance and a Master of Business Administration from Marshall University. He also completed the CFP® Certification Professional Education Program at the College for Financial Planning.
Rick resides in Ponte Vedra, FL, with his wife, Tanya, and their son. He enjoys family time, music, exploring new technologies, and engaging in various sports activities. Originally from Huntington, WV, Rick has a personal connection to the Warner Bros. film “We Are Marshall,” where he makes a cameo appearance.