Wendell Charles Wealth
Patty Bartholomew, CDFA®
Wealth Manager
A Clear Path Toward Your Financial Future
Patty Bartholomew is dedicated to helping individuals and families align their wealth with their goals and create a clear path toward their financial future. She works closely with clients to understand their priorities, evaluate their financial options, and develop investment strategies tailored to their long-term needs. Her approach emphasizes personalized guidance, clear communication, and lasting relationships.
As a Certified Divorce Financial Analyst (CDFA®), Patty also specializes in helping clients understand the financial implications of divorce and plan for their next chapter. She is especially passionate about helping women build financial confidence and take an active role in managing their wealth.
An educator in Cache Valley for more than 20 years, Patty brings a teacher’s perspective to financial advising, making complex financial concepts approachable so clients can make informed decisions about their financial futures.
Credential
Certified Divorce Financial Analyst®
Focus
Personalized financial guidance
Location
Logan, Utah
Personal
Beyond the Office
Outside her advisory work, Patty shares her love of music by serving on several music nonprofit boards, conducting the Cache Valley New Horizons Orchestra, and playing the cello. She lives in Providence, Utah, with her husband and two daughters. As a family, they love exploring new places, hiking and camping, gathering around a board game, and trying recipes from cultures around the world. When Patty has a quiet moment, she enjoys settling in with a good World War II book.
