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
Our Partner Process
We follow a three-step process to address your specific goals and wealth management needs:
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.
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.
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.
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 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 associate 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
Bartlett's Cybersecurity Education Center
It’s our job at Bartlett to focus on the protection of our clients’ assets, privacy, and security, and our team takes it seriously. So we’ve created Bartlett’s new Cybersecurity Education website where you can view videos, read security audits, and explore other information on how to spot and avoid cyber theft or scams.Learn more
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As any business owner knows, business in the past year has been anything but usual. Many have made the leap into owning a business for the first time...
June 23, 2021 / Business Owners
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Why Now is a Great Time to Sell Your Business [Business.com]
The economy is turning a corner, vaccinations are widespread, organizations are reopening, and Bartlett’s Jason Katz, CPA, CFP®, CEPA believes that...
May 18, 2021 / Entrepreneurs