
Joe Kartheiser, CIMA®, CFP®
At The Kartheiser Group, we specialize in delivering customized wealth management solutions tailored to high-net-worth entrepreneurs and senior executives. Our clientele, comprised of financially successful C-suite leaders who have either risen through the ranks or founded their companies, face a unique set of financial challenges and opportunities. With significant wealth often concentrated in their companies, our clients require diversification strategies that align with their personal financial goals, are tax efficient, and integrate seamlessly with their estate plans.
Our Team
The Kartheiser Group is composed of six dedicated advisors who, though initially scattered throughout the wealth management industry, united under a common vision. Each advisor brings a wealth of varied experience and expertise to our team to include portfolio management, tax and estate plan advisory, and financial planning. We believe that growing a strong relationship with each client is a vital part of our practice. Our relationships transcend the traditional Advisor-Client dynamic, often feeling more like friendships.
Our History
This team was founded on the principle of delivering a better wealth management experience. Many of us on the team come from families that have been in the industry for decades and understand that the importance of the client experience is often forgotten in the process. Our overriding goal is to provide first class service where every client is elated with our partnership and fully understands the investment process and planning that is tied to their individual goals and dreams. We all work tirelessly to that end.
Our Executive Financial Wellness Program
Many of our client relationships begin through our Executive Financial Wellness Program, an employer-sponsored benefit that provides comprehensive financial planning to C-suite executives. This program allows us to address the unique financial needs of executives, ensuring they receive the highest level of personalized service and expertise.
At The Kartheiser Group, we are dedicated to helping you achieve your financial goals and securing your financial future.