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ABOUT US

We believe there’s a better way to treat people — what we affectionately call “The Harwood Way”: treating people with respect, listening well and always working hard in our clients’ best interests. It is a culture of hard work, knowledge, structure, and of believing in better and striving to achieve it.

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Robert Harwood Founder, Managing Partner

Robert started Harwood Financial Group with a simple goal in mind: be better than the other financial institutions he’s worked with. It isn’t enough to look at a portfolio and dispense generic advice, in his mind; to offer truly sound financial planning, one needs to look at the individual and tailor a plan to their specific needs.

As a family man, Robert is keenly aware that everyone looking to secure their finances isn’t looking out for just themselves, but those that depend on them as well. This is why he set out to build a firm that would not just churn out a handful of templates for hundreds of clients, but rather make each client a part of their own planning process, and give them the knowledge to direct their own future. In an effort to empower as many people to realize their goals as possible, he also published the book Investing for Retirement: The Ultimate Guide to Not Outliving Your Money. He is also on the air with his radio show, Winning at Retirement on WFLA 90, and is a regular guest on financial programs on ABC and Fox.

Robert served for many years in the United States Air Force as an officer and fighter pilot. He continues to apply the skills and discipline he accrued in that time to his personal and professional life. In particular, he feels that the knowledge that one misstep in the air can have tremendous consequences is a valuable lesson, and contributes greatly to his dedication to giving people a strong, reliable foundation to build their lives upon. His mantra is simple: “You can have a solid financial future, and it starts with surrounding yourself with the right advice-givers.”

In his personal time, Robert is extremely dedicated to his wife, Ana, and their children, Sofia and Adam, spending as much time with them as he can.

Michael Bartolotta, ChFC® CEO, Managing Partner

Michael brings a wealth of experience to the table, along with a versatile skill set and a unique management style. Starting off in a basic sales position over twenty years ago, he learned the business and made his way to a partner position with a small marketing organization in Hartford. When it was bought by Arthur J. Gallagher in 2003 he struck out on his own to found his own startup, M3 Financial Inc. Starting from scratch with a single employee, in just five years he was at the head of a top 10 national annuity distributor and had generated over $15m of revenue.

As founder and CEO, he built and maintained professional relationships with a diverse array of registered investment advisories, broker-dealers and national accounts. He has served on the advisory boards of several top insurance companies and acted as consultant to others looking to replicate his success in the independent distribution space. The near-immediate success of M3 Financial caught the attention of the entire industry, and it was acquired by a large private equity firm in 2016.

Michael’s well-rounded management experience has led to him being tapped by various industry events for speaking engagements. He has also worked with a number of insurance carriers and banks on product development, leveraging his knowledge of the annuity market to create attractive offerings for clients and advisors alike.

In his personal time, Michael has an array of interests outside of the financial world. He has gone on scuba diving expeditions in a dozen countries, swimming with everything from stingrays to dolphins. He actively runs competitive distance races and has completed the New York Marathon. He and his wife Gloria are also a force to be reckoned with in bar trivia, often sweeping the sports and music categories. Together, they are dedicated to ensuring that Harwood’s advisors and their clients – are in good hands.

Mike Sorrentino, CFA® Chief Investment Officer, Managing Partner

Mike was highly visible in the financial sector even before joining Harwood Financial Group, acting as CIO of a firm that oversaw $6 billion in assets and serviced several hundred financial advisors nationwide. He has also served as Vice President at Barclays Capital and Sanford C. Bernstein in New York City, where he worked alongside hedge funds and institutional managers to direct several hundred billion dollars in assets.

You may have seen and heard from Mike already, as he often appears on financial news programs on CNBC, Fox Business News, and Bloomberg. He has been quoted by a wide array of publications and is also a guest columnist for MarketWatch.

Mike is a big believer in early adoption of technology; early in his career as a management consultant, when the Internet was beginning to revolutionize business, he pushed hard to integrate nascent tech into the planning process in order to modernize the business models of his Fortune 500 clients. This earned him regular invitations to various industry events, and he has since trained thousands in software implementation.

Mike holds a CFA designation and Series 65 license. He is also an accomplished academic outside of the financial world and holds several degrees: a Master’s in business administration from the University of Chicago, as well as degrees in electrical engineering and mathematics from Vanderbilt University.

In the midst of his professional accomplishments, Mike has managed to carve out some time for hobbies. In his free time, he enjoys flipping various knickknacks on eBay and other online markets, a pastime that has been known to consume an entire weekend. He and his wife also travel a great deal. Much of Mike’s time at home is spent getting makeovers from his two daughters – and he wouldn’t have it any other way.

Remy Bartolotta Managing Partner

Remy has a cumulative 15 years of experience in the financial services space, encompassing a variety of roles. Starting in an entry-level position, he accumulated knowledge quickly, acquiring a robust skillset in product marketing, brand development, and operations.

He later served as partner to the startup insurance distribution firm M3 Financial, Inc. and, with Remy's guidance, it grew from a startup firm into a nationally-recognized entity with a reputation for ingenuity and breaking the mold. Its success and profitability garnered the attention of multiple private equity firms, and was ultimately acquired in 2016.

Remy often serves as the "brains" of the operation. With an extensive background in application development in several programming languages, his ability to build custom software tools is a key element of his professional repertoire, enabling the streamlining of business operations with unmatched efficiency.

When he isn't spearheading business efforts, Remy enjoys traveling far and wide; he has visited over 40 countries, always looking for a unique experience that the average traveler might miss. Some of that travel is done on vintage motorcycles – which he restores himself. Of course, the bulk of his free time is spent with his wife and son, who support him in everything he does.