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  • Bartholomew Wealth Management Group of Raymond James
    300 Conshohocken State Road, Suite 400 West Conshohocken, PA 19428 O: 484.534.3388 TF: 833.360.4912
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Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Read
Read
Potential fiscal impact of the 'One Big Beautiful Bill Act'
Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
Economy & Policy
What the ‘One Big Beautiful Bill Act’ means for your finances
The new legislation likely has implications for all federal tax-filers in the United States.
Tax Planning
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
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The future at your fingertips

Bartholomew Wealth Management GroupBartholomew Wealth Management Group
  • 300 Conshohocken State Road, Suite 400 West Conshohocken, PA 19428
  • O: 484.534.3388
  • TF: 833.360.4912
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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