Bartlett Wealth Management

At Bartlett Wealth Management, we are passionate about helping individuals, families, and institutions achieve their financial goals. For over 125 years, our team has been dedicated to providing personalized wealth management solutions that cater to each client's unique needs and objectives.

Our Approach

Our approach is built on a foundation of transparency, integrity, and a deep understanding of our clients' financial situations. We take the time to get to know our clients and their goals, and we tailor our services to address their specific needs. Our comprehensive approach includes:

Wealth Management: We bring together professionals in multiple disciplines, including Financial Planning and Investment Management, to design and execute customized plans that preserve, protect, and nurture our clients' assets.

Financial Planning: Our experienced advisors create personalized financial plans that align with our clients' goals and values. We help our clients make informed decisions about their financial resources and provide guidance on achieving their long-term objectives.

Investment Management: Our investment teams are dedicated to generating strong returns for our clients while minimizing risk. We employ a range of investment strategies and instruments to achieve our clients' investment objectives.

Family Office Services: Our experienced advisors provide specialized services to help families manage their complex financial affairs. We help establish a clear picture of overall wealth, develop a family charter, and create a unified vision for today and future generations.

Business Owner Services: We understand the challenges that business owners face when it comes to integrating their personal and business finances. Our 5-Step Process for Business Owners helps owners integrate and maximize the value of their combined personal and business wealth.

Institutional Management: Our investment management solutions for institutions and nonprofits are designed to deliver values-aligned services tailored to organizations' specific needs.

Our Culture

At Bartlett Wealth Management, we pride ourselves on our commitment to our clients, our employees, and our community. We believe in building long-term relationships and fostering a culture of trust, transparency, and collaboration. Our team is dedicated to providing exceptional client service, and we strive to deliver the best experience possible for our clients.

Awards and Recognition

We are proud to have received numerous awards and recognition for our excellence in wealth management. These awards are a testament to our commitment to our clients and our team's hard work and dedication.

Meet the Team

Our dedicated team of professionals is comprised of experienced advisors, investment managers, and support staff who are dedicated to helping our clients achieve their financial goals. We invite you to learn more about our team and get to know us better.