Bartoli Private Wealth Management Group of Wells Fargo Advisors

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Lemoyne, PA
Bartoli Private Wealth Management Group of Wells Fargo Advisors

Financial Advisors at Wells Fargo Advisors MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

The Bartoli Wealth Management Group at Morgan Stanley

With 88 years of combined experience* and several advanced designations, our team aims to serve as your complete wealth management solution. We focus on portfolio management, retirement planning, insurance strategies and employee benefit plans for high net worth individuals, families and executives. Our goal is to thoroughly understand your f

inancial needs and then design and implement a customized solution to help meet those needs. We can help you evaluate near-term concerns, plan for long-term goals, and develop a legacy strategy.

*Please see the team website, https://advisor.morganstanley.com/bartoli-wealth-management-group for details about the members, their functional titles and their individual years of experience.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. NMLS #: 1393557
NMLS #: 1394624
NMLS #: 1392601
NMLS #: 1278812

04/22/2026

Today is Administrative Professionals Day! We want to recognize Andrea, Leigh and Kirsten for their consistent dedication to our clients and team. Their attention to detail and positive attitude makes our workdays brighter.

04/05/2026

Wishing everyone a joyful and meaningful Easter. A season of renewal, growth, and fresh perspective, both personally and professionally.

Grateful for the opportunities to learn, connect, and keep moving forward. Here's to new beginnings and continued success this spring.

03/17/2026

🍀Wishing everyone a Happy St. Patrick's Day! May today bring a bit of luck, a lot of gratitude, and continued success in the year ahead. 🍀

03/07/2026

Daylight Saving Time begins this weekend. This is a friendly reminder to set your clocks forward and welcome the longer, brighter evenings ahead. While we may lose an hour of sleep, the extra daylight is a great opportunity to spend more time outside, stay active, and make the most of the longer days as we head toward Spring.

02/16/2026

Today, we honor the great leaders who have shaped our nation.

01/29/2026

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

01/19/2026

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues to inspire us and future generations.

12/25/2025

Merry Christmas from all of us at the Bartoli Wealth Management Group! Wishing you a joyful holiday season!

12/14/2025

Happy Hanukkah! Wishing everyone a wonderful and joyous festival of lights.

11/27/2025

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

Address

3 Lemoyne Drive, Suite 200
Lemoyne, PA
17043

Telephone

+18666009470

Website

https://fa.wellsfargoadvisors.com/bartoli-pwmg/

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