About Rock Ridge

Innovative, Personalized, Cutting-Edge

Our Approach to Wealth Management

Founded by Jonathan Bartholomew in 2021, Rock Ridge Wealth offers the freedom to manage your assets beyond traditional banking. After transitioning to independent wealth management, Jonathan built a firm that blends proven strategies with modern tools like AI to adapt to market conditions. In one sleeve of our portfolios, we use an AI-driven machine learning strategy to dynamically adjust S&P 500 positions, aiming to capture market opportunities as part of our broader approach. Our proactive, fiduciary-driven service helps you pursue your goals-whether building wealth, securing a legacy, or achieving peace of mind. Investing involves risks, and results are not guaranteed.

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building security

MEET JONATHAN BARTHOLOMEW

Your Partner in Financial Success

As a husband and father to two children, I founded Rock Ridge Wealth in 2021 to manage client assets with the freedom I couldn't achieve in my previous roles. Since starting my career in 2002, I've served as a Financial Advisor, Regional Sales Manager, and Program Manager in wealth management divisions at banks and a credit union, gaining deep expertise in the field. Now, as an Accredited Investment Fiduciary (AIF®), I'm based in northern and central New York State, where I'm deeply committed to our community. I understand the importance of sound financial planning-because I plan for my family's future with the same care I bring to yours. My goal is to guide you toward retirement or any financial dream with personalized, fiduciary-driven support rooted in transparency.

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How We Help You Succeed.

Investment Solutions

Our tailored investment strategies include stocks, bonds, ETFs, and more, helping you pursue your financial goals with confidence. Investing involves risks, and results are not guaranteed.

Financial Planning

We provide comprehensive financial planning, from retirement and tax strategies to estate and college savings plans, ensuring a secure future for you and your family.

Insurance Services

Our insurance solutions, including life, disability, and long-term care coverage, are designed to protect your financial well-being and provide peace of mind. Insurance products have limitations, and coverage is not guaranteed.

Support for Your Business

We help business owners with 401(k) plans, cash management, and retirement programs, offering flexible solutions to support your company and employees. Investing involves risks, and results are not guaranteed.

Discover the Full Range

Ready to take the next step towards financial freedom? Contact Rock Ridge Wealth today to start your personalized financial journey. Let us help you achieve your financial goals with our expert guidance and innovative solutions.