Joe Bartelo
Tax and Wealth Planning Senior Adviser at Sanderson Wealth Management
Based in Lancaster, United States
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Seniority
Staff
Department
Other
Location
Lancaster
Industry
Investment Management
Company size
22
Contact information
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j•••••••@sandersonllc.com
Phone
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Background
About Joe Bartelo
As Tax and Wealth Planning Senior Adviser at Sanderson Wealth Management, I advise high-net-worth individuals and families on sophisticated tax and estate planning strategies. I also collaborate with other advisers at the firm and contribute to the client’s holistic, goal-oriented financial picture, including generational wealth transfers, retirement planning and investing, and family CFO services. With my previous experience as an auditor at a large public accounting firm, I bring a detail-oriented approach and accountant mindset to each family’s wealth plan.
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