Shaye Bartnick

Shaye Bartnick is dedicated to empowering individuals in achieving their financial goals through education and strategic planning, prioritizing process over product. Specializing in assisting high net worth clients with financial planning and risk management, the focus is on excellent service and thoughtful recommendations.

With a comprehensive planning approach, Shaye helps clients with wealth accumulation and protection, offering a wide range of services including asset management, retirement & estate planning, life insurance, long-term care and disability insurance, as well as strategies tailored for employers and business owners like executive compensation and employee benefits. The strategies are customized for each client, leveraging products from numerous investment and insurance companies.

Building a top-tier wealth management team, Shaye Bartnick aims to support the growth and development of both new and experienced advisors seeking to enhance their client base. For those interested in the financial industry, opportunities are available by contacting Shaye via email or message.

Shaye Bartnick holds a Bachelor's degree in Finance, General from Stevens Institute of Technology. With a professional background as a Financial Professional at Equitable Advisors, with prior experience as an Assistant Baseball Coach at the Interstate Collegiate Baseball League, a Research Intern at Monmouth Medical Center, and a Student Athletic Trainer at Stevens Institute of Technology.