Bart works with families and individuals, helping them invest their long-term dollars, and developing strategic plans for distributing income, when it is time to transition work income to living from their investment income. He has been in the industry for 15 years and holds his Series 7 & 66 licenses.
Bart finds this work and the relationships he develops to be fascinating. He says he can draw many parallels in his client’s situations and can identify ways in which each person he works with is unique.
“This advocation is so much more then picking portfolios for clients. I enter each client relationship with my eyes and ears wide open. My goal is to find what each person or family needs. I take a team approach, including giving referrals, to problem solving. I utilize the resources of RWS to find the best solution. I care that solutions I recommend are what I believe is best for my clients, and when accepted, are implemented correctly.” – Bart Steindler
Bart and his wife Kathy have been married for over 40 years. They have a son, Zach, who works in the technology field and too lives in Michigan. When Bart is not in the office, he enjoys spending time in the kitchen cooking. He also likes to spend time outdoors enjoying activities such as downhill skiing, hiking, and biking.