Bartoli, Seig & Metz

OUR MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

About Us

The Bartoli, Seig & Metz Group at Morgan Stanley centers on the core values of diligence, discipline and integrity.

With over 75 years of experience and several advanced designations, our team aims to serve as your complete solution for portfolio management, retirement planning, wealth management, insurance and employee benefit plans for high net worth individuals, families and executives. Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

We welcome the opportunity to meet with you and learn about your unique vision for life, family and legacy.

David C. Bartoli Financial Advisor Financial Advisor CFP® (2000-Present)
Scott A. Seig Financial Advisor (1984-Present)
David K. Metz Financial Advisor CFA® CFP® (1995-Present)
Stephen M. Bartoli Financial Advisor CIMA® CPWA® (1999-Present)
Patrick P. Bartoli Financial Advisor (2014-Present)

Services Include

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Professional Portfolio Management
  • Planning for Education Funding
  • 401(k) Rollovers
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Business Succession Planning
  • Executive Financial Services


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Clients

Our team is dedicated to providing the best quality of financial care and service to our valued clients. We are devoted to creating meaningful and long lasting relationships and providing personalized financial planning services to high net worth individuals, families, business owners and corporate executives whose goals include:

  • Creating a comprehensive financial plan
  • Maintaining discipline
  • Leaving emotion out of the investment process
  • Diversification
  • Making necessary adjustments based on life changes
  • Tax and fee conscious investment strategies

Who We Serve:
  • High Net worth Individuals and Families
  • Corporate Executives
  • Business Owners 


Plan & Execute

As your team, our main objective is simply to get you to where you want to go. With our process, we are able to create and implement solutions tailored to your specific needs in order to help you achieve current and future goals.

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Start with a conversation to uncover your goals and understand your entire financial picture.

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Work with you to assess various scenarios and advise you on the appropriate strategies designed to meet those goals.

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Look across multiple accounts/products to identify the combination to help meet spending needs and invest tax efficiently.

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Periodic review of your financial situation with the ability to make adjustments according to your needs, life events and changing market conditions.


Remain Focused


With so many questions and potential pitfalls, we can help position you for the road ahead. As your financial team, our priority is to keep you on track and prevent decisions that could derail your future success.

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Investment Portfolio Process

Source Ideas Worldwide

Team looks for attractive companies and/or investment vehicles around the world

• Considers global universe of thousands of investments
• Screens for qualitative and quantitative factors
• Leverages research and opinions from various sources including
Morgan Stanley, Morningstar, and many others
• Generates a list of companies and investments vehicles to be appraised and monitored
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Research Qualified Ideas

Team analyzes companies and investment vehicles based on business, people and price

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Team Investment Decision

Team Collectively Decides

• Team discusses and shares analysis of investment options
• Team deliberates the pro's and con's of each company or investment vehicle on it's own merits as it relates to current portfolio
• Consideration is given to weighting of investment in overall portfolio
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Portfolio

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Community Involvement

We take great pride in working with our clients as well as our local communities. Being focused in the office and providing our customers with an excellent standard of care is a top priority, but taking those values home and exercising them outside of the work environment is just as important. Below are some of the organizations we actively volunteer our time with:

  • Salvation Army
  • Leadership Cumberland
  • United Way
  • Hospice of Central PA
  • GLY Foundation
  • Children’s Home Foundation of Harrisburg
  • Todd Baird Lindsey Foundation
  • St Patrick’s School Board
  • Good Shepherd School Board


Location

Location

  • 214 Senate Ave 7th Fl
  • Camp Hill, PA 17011


    Meet Bartoli, Seig & Metz

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Bartoli, Seig & Metz today.

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