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2 Lamoureux Pagano Associates | Architects Bartholomew & Company: Mutual Respect and Trust Key to Effective Wealth Management A fter honing his professional skills in the banking and investment industry for two decades, omas J. Bartholomew decided it was time to open his own business. So in 1994 with one employee, a telephone and a small office, he launched Bartholomew & Company, an independent financial advisory firm. Today, Bartholomew & Company boasts more than 30 employees, and is headquartered in Worcester with two branch offices in Central and Eastern Massachusetts and another opening in Metro West in the fall. At the outset, the firm committed to offer professional and exceptional investment, wealth management and advisory services with a personalized touch, while supporting and nurturing its employees. rough the years, Bartholomew & Company has evolved into a full service firm, always adhering to its original mission. e firm has grown from its two-man office to a staff of 15 financial advisors, 6 registered staff members and 11 additional support staff and now advises over $3 billion in client assets. A strong proponent of cultivating the next generation, Bartholomew has assembled a staff that spans the ages. Eleven Baby Boomers mentor and guide the firm's 14 Gen-X professionals, five millennials and two Gen-Z'ers as they move forward in their careers. Bartholomew & Company serves a range of clients and builds relationships based on mutual respect and trust. Individuals who seek a way to finance a college education, prepare for an upcoming special event or accumulate a nest egg for retirement will find the professionals at Bartholomew well prepared to offer direction. "We can recommend strategies to manage wealth by listening to your goals, interests and values," said Bartholomew. e firm also collaborates with more than 250 government and institutional entities across New England to create an individualized investment strategy for the near or long-term. As a local firm, Bartholomew knows and understands the climate in which these institutions operate and can develop a sound investment plan. For businesses, from start-ups to well-established companies, Bartholomew's experienced professionals can craft a personalized plan that addresses specific issues to help work towards professional/personal balance, financial success and long-term prosperity. Additionally, Bartholomew prides itself on helping clients with value-based investing, a philosophy that allows investors to align personal beliefs and a desire to do good in the world with how they invest. Whether a client embraces certain social or environmental issues, the firm can help direct their investments to achieve those goals. Bartholomew's reputation has garnered national recognition from some prestigious financial publications. Bartholomew's son, Alex, the firm's senior vice president and chief investment officer, has also claimed the spotlight; he has been chosen to receive the Worcester Business Journal's 40 Under Forty award. 1 Bartholomew's relationship with LPA|A dates back 30 years when he befriended Michael Pagano, retired president and principal at the architectural firm. Respect and recognition for LPA|A's excellent reputation prompted Bartholomew to commission the firm to redesign his office space in 2017. "We worked well together. LPA|A was very responsive to and appreciative of our input," said Bartholomew. "e end result is an inspiring and elegant office that we believe impresses our clients. LPA|A achieved a perfect balance." n *Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/ SIPC, a Registered Investment Adviser. Bartholomew & Company, Inc. 370 Main Street, Suite 1000 Worcester, MA 01608 508-753-8807 www.bartandco.com Services: Financial planning, wealth management, investment advisory services* Number of Employees: 32 Company Head: Thomas J. Bartholomew, AIF ®, President & CEO Founded: 1994 In 2017, LPA|A redesigned Bartholomew's office space. Thomas J. Bartholomew and son Alex Bartholomew 1 e Worcester Business Journal 40 Under Forty Award recognizes young leaders who share a commitment to business success and personal growth, along with a passion to help strengthen the communities that they live and work in. is award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.