Turning transitions into new beginnings.

We help you transform life’s transitions into possibilities. Our team of wealth management experts will partner with you to chart the best path forward.

Let's talk about your future

Our Partner Process

We follow a three-step process to address your specific goals and wealth management needs:

Explore

Before hashing out plans for your financial goals, we want to get to know you first. Meet with your Bartlett team, discuss your financial situation, and share your dreams, fears, and hopes for the future, so we understand all the ways Bartlett can serve you.

Build

Once we've chosen to work together, our team gathers data and builds a plan to meet the goals you identified. Your Bartlett team supports you during an ever-changing process, helping you through difficult decisions that need to be addressed along the way.

Execute

It's time to put your plan into action - but we don’t stop there. Our team regularly assesses your results and goals throughout our relationship, ensuring that our wealth management solutions continue to meet your changing needs.

Your team, focused on your goals.

At Bartlett, you’re not just any client. We believe you’re someone special. And you’ll feel it throughout your relationship with us. We start by bringing you your personal team of accomplished financial experts – investment advisors and a client relationship assistant plus a behind-the-scenes group of research analysts and support staff. All are chosen for their skill and expertise as well as for their unwavering commitment to you, their client.

They are your team. And they focus on your goals.

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Recent Insights

A Year to Celebrate: Bartlett's 120th Anniversary

2018 marks a major milestone for us at Bartlett & Co. We’re thrilled to be celebrating a legacy of 120 years in business, helping Cincinnati families and organizations grow their wealth. Just think for a moment what was happening back…

ESG Investing: Put Your Money Where Your Heart Is

When you consider your investment portfolio, you ultimately want to choose companies that, over the long term, are going to do well. But have you considered whether the companies you invest in might also do some good? The concept of…

Let’s Do Coffee: Our Favorite Meeting Spots

Whether it’s to discuss a major life transition coming up, review asset allocations, or learn more about our services, the Bartlett Wealth Management office in downtown Cincinnati is just one of many possible places for us to meet. Bartlett team…