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Ryan Bartholomew, JD, LL.M

Principal

Ryan Bartholomew, JD, LL.M, is a dedicated professional who takes a comprehensive and holistic approach to wealth management to assist clients in achieving their financial goals. With expertise in tax planning, investment management, and estate planning, Ryan collaborates with clients to create personalized financial strategies that cover all aspects of their sophisticated financial lives. Holding a JD, LL.M, Series 7, and Series 66, Ryan is well-equipped to provide independent and objective financial advice to entrepreneurs, executives, and professionals. Admitted to practice law in Massachusetts, Ryan's specialties include independent wealth management, private wealth management, investments, asset management, life management, and tax planning and preparation. Ryan's educational background includes LLM in Taxation from Boston University School of Law, JD in Law from New England Law | Boston, and a B.S. in Political Science and International Affairs from Florida State University. With experience at renowned organizations like GW & Wade, The Colony Group, Dennis Sullivan & Associates, and Gordon Parry, CPA, Ryan has honed his skills in providing clients with expert financial guidance.

Ryan Bartholomew, JD, LL.M
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Location

Palo Alto, California, United States