Brad Bartz
Managing Partner at Ridgewood Wealth Management | Salado, Texas, United States
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As the Managing Partner at Ridgewood Wealth Management, Brad Bartz plays a pivotal role in guiding families through the intricate landscape of wealth management. With a robust foundation in investments, tax efficiency, and managed money strategies, Brad ensures that clients receive tailored financial solutions that align with their unique goals and circumstances. His expertise in individual pension plans and 401(k) retirement savings plans allows him to craft comprehensive strategies that not only focus on wealth accumulation but also prioritize long-term sustainability and growth.
Brad is deeply committed to providing unbiased advice and fiduciary care, recognizing that each client’s financial journey is distinct. He leads key projects that emphasize holistic wealth stewardship, integrating investment management with life insurance and health insurance solutions to create a well-rounded financial portfolio. His proactive approach to navigating the complexities of financial markets empowers clients to make informed decisions, ensuring they are well-prepared for both anticipated and unforeseen life events.
Under Brad's leadership, Ridgewood Wealth Management has established itself as a trusted partner for families seeking to build, protect, and distribute their wealth. His dedication to client customization and financial expertise not only enhances the client experience but also fosters long-lasting relationships built on trust and transparency. As Brad continues to innovate and adapt to the evolving financial landscape, he remains focused on delivering exceptional value and results for his clients, ensuring their financial legacies endure for generations to come.
Managing Partner at Ridgewood Wealth Management in June 2019 to Present
Financial Consultant at Fidelity Investments in May 2015 to April 2019
Portfolio Specialist Strategic Advisors at Fidelity Investments in April 2014 to April 2015
Director Planning and Guidance at Fidelity Investments in May 2012 to April 2014
401k Retirement Realtionship Manager at Fidelity Investments in November 2010 to May 2012
Investment Solutions Representative and Service at Fidelity Investments in August 2009 to October 2010
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Personal Financial Planning
Investments
Tax Efficiency
Retirement Planning
Retirement Income Strategies
401k Rollovers
Investment Strategies
Annuity Sales
Equities
Fixed Income
Individual Pension Plans
Wealth Preservation Planning
Municipal Bonds
Managed Money
Strategic Planning
Leadership Development
Investment Management
Model Portfolios
Wealth Accumulation
Wealth Management
Sales Process
Sales Presentations
Sales
Life Insurance
Long Term Care Insurance
Life & Health Insurance Licenses
Series 7
Series 66
Financial Advisory
Asset Allocation
401(k) Retirement Savings Plans
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Discover more about Ridgewood Wealth ManagementWhat is Brad Bartz email address?
Email Brad Bartz at [email protected]. This email is the most updated Brad Bartz email found in 2026.
What is Brad Bartz phone number?
Brad Bartz phone number is +18173015190.
How to contact Brad Bartz?
To contact Brad Bartz send an email to [email protected]. If you want to call Brad Bartz try calling on +18173015190.
What is Brad Bartz net worth?
Brad Bartz has an estimated net worth of $500,000 to $749,999
What company does Brad Bartz work for?
Brad Bartz works for Ridgewood Wealth Management
What is Brad Bartz's role at Ridgewood Wealth Management?
Brad Bartz is Managing Partner
What industry does Brad Bartz work in?
Brad Bartz works in the Investment Management industry.
Brad Bartz Email Addresses
Brad Bartz Phone Numbers
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