Team

About Our Team

Abbott Wealth Management delivers an elite world class experience where relationships are built and strengthened through our dedication to client service. We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

who we are

Meet The Team

Mark Bertoli CPCA

Senior Investment Advisor

Amy Hamilton

Client Services Manager

Taylor Bertoli

Associate