Building Wealth Together

T H E H A R T W E L L L E G A C Y

Hartwell Wealth traces its roots to the founding of Hartwell & Company, established by Jim Hartwell in 1989 following years of professional development in accounting, taxation, and financial planning.

Jim earned his Certified Public Accountant (CPA) designation in 1986, followed by his Certified Financial Planner (CFP) designation in 1989. Later that year, he opened an office in downtown St. Joseph, Michigan, establishing Hartwell & Company and beginning a long-standing commitment to helping individuals, families, and business owners make informed financial decisions.

For decades, Hartwell & Company provided clients throughout Southwest Michigan with comprehensive tax, accounting, and financial planning guidance. As the firm grew, so did its reach. In 2015, a second Michigan office was established in Kalamazoo, extending the firm's services to a broader community.

In October 2022, Jim took another significant step forward by forming Hartwell & Company as a Registered Investment Advisor (RIA) and registering as an Investment Advisor Representative (IAR) with the State of Michigan. This milestone strengthened the firm's investment-management foundation and marked an important evolution in its approach to serving clients. Hartwell Wealth represents the next chapter of the Hartwell legacy—bringing together decades of financial experience with a modern approach to investing, portfolio management, and private trading. Its foundation remains rooted in the principles established through Hartwell & Company's history: thoughtful planning, informed decision-making, and a long-term commitment to the people and families it serves.