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N27W23957 Paul Road, Ste 202, Pewaukee, WI 53072

262-462-0853
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Meet Marta

Marta has the client—and only the client—in mind.

Marta's reasons for becoming a financial professional are deeply personal. She has witnessed friends and family struggling to find the help they needed to map out their financial future. She is confident that with her understanding of personal finance, coupled with her training as a financial professional, she can help people better prepare for the future. She strives to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Marta feels a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, Marta has found an approach to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. She invites you to discover and experience the power of our services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Marta Bartolacci

Marta Bartolacci

Financial Advisor

262-462-0853

bartolacci.marta@principal.com

She has always been passionate about helping others and early in her career, she felt that she was being called toward a different path. She realized she had a gift for connecting with people. As an advisor, she understands how...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Marta can help you address your needs of today and for many years to come. We look forward to working with you.