Paul Bartschi

Vice President, Senior Financial Advisor

2815 Townsgate Road
Westlake Village, CA 91361
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

When you work to support Special Needs populations, your work is more than a profession. It’s a passion and a commitment to helping the vulnerable members of our society.

Like many who are involved in the Special Needs community, I draw on my own background and family experience as I have personally witnessed and worked with those with special needs. This opportunity has helped me to provide both empathy and compassion for other families who know the joys and challenges of caring for family members who cannot care for themselves. Moreover, having witnessed my beloved grandfather fall victim to Alzheimer’s, I truly understand the fragility and preciousness of those final years.

As a Senior Financial Advisor and Vice-President with Merrill Lynch Wealth Management, I combine empathy and understanding with technical knowledge and insight in helping Special Needs individuals lead a more secure financial future. I work closely with clients' attorneys and professional fiduciaries, modeling the financial requirements to care for vulnerable populations and designing customized investment approaches to address those needs. I often advise on court supervised matters such as conservatorships and support family trustees who manage an estate on behalf of a loved one.

I am a skilled listener and a strong communicator. I like to take complex matters and make them more accessible and understandable for the person sitting across from me. Face-to-face contact and meaningful relationships are central to my approach.

My work is founded on one priority: the long-term well-being of special-needs individuals and families. Working in concert with my team members and colleagues, I am resolute in my efforts to uncover and address the intricacies of each situation. I recognize that each client is different, with singular circumstances, dynamics, concerns, and aspirations. By catering to the unique nature of each relationship, I believe my work testifies to the innate dignity and value of each client and family.

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About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Paul E Bartschi is registered to do business in AZ, CA, CO, FL, ID, KS, MI, MN, NJ, NV, NY, OR, SD, TX, VA.