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.

Be Ready for Whatever Comes Your Way

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 experts will partner with you to chart the best path forward to your financial future.

Get the Guidebook

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.

Meet Your Team Watch Our Video

Recent Insights

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…

Enhancing Your Financial Literacy: 6 Topics to Explore

Did you know April is National Financial Literacy Month? With last year’s tax returns (hopefully!) wrapped up, it’s an ideal time to take a fresh look at your financial know-how. If you’re working with a wealth management professional like the…

Mentoring Up: An Investment for Future Success

We invest a considerable amount of our time at Bartlett Wealth Management forecasting the financial future. Unlike meteorologists with their eye on the next few days, investment managers and financial planners look years, even decades, ahead. That’s what it takes…