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About Rock Ridge

Innovative, Personalized, Cutting-Edge

Pioneering Wealth Management

Founded by Jonathan Bartholomew in 2021, Rock Ridge Wealth was born out of a desire to offer more freedom and flexibility in managing clients' assets than traditional banking allowed. Jonathan's transition from banking to independent wealth management enabled him to implement cutting-edge strategies that set Rock Ridge Wealth apart from other firms.


Utilizing a sophisticated machine learning AI platform, we provide daily market outlooks that optimize client portfolios, ensuring each investment is tailored to current market conditions. Our unique trading strategies and proactive approach define us as a leading money management firm dedicated to driving exceptional financial outcomes for our clients. At Rock Ridge Wealth, we pride ourselves on offering innovative and personalized wealth management services that go beyond traditional methods.

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MEET JONATHAN BARTHOLOMEW

Your Partner in Financial Success

I founded Rock Ridge Wealth to gain the freedom to truly manage and optimize my clients' assets—something I couldn't fully achieve in my previous banking career. My passion for wealth management was ignited by a mentor who showed me the profound impact I could have on my clients' financial journeys. Operating out of northern and central New York State, I understand the importance of good wealth management as I plan for my own future. My goal is to help you navigate your path to retirement or any financial goal with the same care and dedication I apply to my own financial planning.

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Rock Ridge Wealth aims to create a new standard for client care, leading you to success.

At Rock Ridge Wealth, our mission is to empower clients with the financial knowledge and tools needed to navigate complex markets confidently. We combine years of expertise with the latest in AI technology to create tailored investment strategies that align with each client’s goals. This dedication to continuous innovation and education ensures that our clients are always well-informed and well-prepared for the future.

Rock Ridge Wealth embraces a client-centric approach that prioritizes flexibility and responsiveness. Our AI-driven platform not only provides daily market outlooks but also allows for dynamic adjustments to client portfolios. This unique blend of human expertise and technological advancement ensures that we consistently deliver superior financial results, making Rock Ridge Wealth a trusted partner in your financial journey.

Here's what we do most often.

Investment Solutions

Our tailored investment strategies encompass a wide range of options, including bonds, stocks, IRAs, and annuities, designed to optimize your portfolio and achieve your financial goals.

Financial Planning

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

Insurance Services

Our insurance solutions, including disability, life, and long-term care insurance, are crafted to protect your financial well-being and provide peace of mind for you and your loved ones.

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.

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