Joe Bartelo joined Sanderson Wealth Management as Tax and Wealth Planning Senior Adviser in 2022. While his primary focus is tax planning, he is also intimately involved in the client’s holistic, goal-oriented financial picture, including generational wealth transfers, retirement investment strategies, and family CFO services.
With his previous experience as an auditor at a large public accounting firm, Joe brings a detail-oriented approach and accountant mindset to each family’s wealth plan.
JOE ADVISES CLIENTS ON:
Experience and credentials.
- Senior Accountant | Chiampou Travis Besaw & Kershner LLP
- BS in Accounting from SUNY University at Buffalo
Personal interests.
Joe is on the finance committee and junior board of the P.U.N.T. Pediatric Cancer Collaborative. He is a proud Buffalo Bills season ticket holder and tennis enthusiast, both as a competitive player and instructor.
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