Our Services

INVESTMENT MANAGEMENT

Preserving and cultivating your wealth is the cornerstone of our investment management services.

We have been financial stewards for generations of clients and, like you, their investment needs are often complex and always unique. So we bring together a team to manage your investments. Your investment advisors collaborate with our in-house research analysts to determine your asset allocations while your other team members work behind the scenes to give you the highest level of service.

As an independent, fee-based RIA firm we don’t sell proprietary products. Instead, our recommendations are always independently researched, unbiased and conflict-free.

Our Services

FINANCIAL PLANNING

Circumstances change. Your financial plan should respond to those changes.

Life events – the anticipated and the unexpected – impact your financial position. At Bartlett, a key component of our financial planning is meaningful conversations throughout our relationship with you, so your plan supports your unique circumstances, through each of your milestones.

Changing circumstances often involve the services of other professionals. As your financial advisor and quarterback, we coordinate your attorneys, CPA, insurance professionals and others so that their recommendations align with your financial plan.

Financial planning is a component of our investment management services, if needed, and also available as a stand-alone offering.