Be Ready for Whatever Comes Your Way
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
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 professionals – investment advisors and a client relationship associate plus a behind-the-scenes group of research analysts and support staff. All are chosen for their skill and depth of knowledge as well as for their unwavering commitment to you, their client.
They are your team. And they focus on your goals.Meet the Team
We bring together professionals in multiple disciplines to preserve, protect, nurture your assets, and design and execute customized plans.Explore Wealth Management
Your financial advisor can help you think through retirement planning, funding charitable causes, using stock options, creating a legacy, and much more.Explore Financial Planning
At Bartlett, our advisors are here to empower you to make great investment decisions. We buy high quality investments trading at or below their perceived fair value.Explore Investment Management
Market Commentary – October 2023
September Swoon After months of steady progress, stock prices declined in September, with equity benchmarks down 4-6%. Notwithstanding this setback,...
October 4, 2023 / Market Commentaries
WEinvest offers women a comfortable place to learn how they can use wealth to create more choices for themselves and their families.
Join our community of women who are investing in their futures.Learn more about weinvest
Experience you can trust.
As a fee-based fiduciary, we are compensated by our clients–and that’s our incentive for serving each person well. Get personalized, team-based guidance from one of the Midwest’s oldest and most respected firms.
Data as of 12/31/22
Turning transitions into new beginnings.
Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. At Bartlett, we’re here to help you transform life’s big transitions into possibilities. Our team of wealth management professionals will partner with you to chart the best path forward to your financial future.Get the Guidebook