Essential Partners LLC

Nick Bartolo is a CFA® charterholder with four years of industry experience. He is the sole advisor at Essential Partners LLC and has previous experience at HKK Capital, Rational Capital, and International Value Advisers. Bartolo is also the managing member of Rational Capital, an early-stage investment business. Essential Partners provides custodial asset management and financial planning services to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm uses a proprietary asset-allocation framework combining active and passive strategies to construct globally diversified portfolios and manages approximately $325 million in client assets.

Brendan White is a CFP® with six years of industry experience, currently serving as the sole advisor at Essential Partners LLC in Denver, CO. His prior roles include positions at Cerity Partners LLC, Janiczek Wealth Management LLC, and Charles Schwab & Co., Inc. Essential Partners LLC provides custodial asset management and financial planning to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm uses a proprietary asset-allocation framework called the “Core Four Economic Environments” to construct globally diversified portfolios combining active and passive strategies, with an emphasis on fundamental analysis, behavioral and tax considerations, and access to specialized investments.