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:


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.

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.

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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.

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Recent Insights

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3 Values That Drive Culture at Bartlett Wealth Management

In 2018, we renewed our commitment to the core values that guide our organization, motivating us toward the culture we hope to achieve and the reputation we strive to maintain. We summed up these tenets in a document called “The…

Introducing Bartlett’s New Cybersecurity Education Center

In the business of wealth management, protecting clients’ assets and sensitive information is of the utmost importance. That’s why Bartlett is investing more than ever in technology and training to keep clients safe — particularly in recent years, as cyber…