Blog


Mentoring Up: An Investment for Future Success

April 10, 2018

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 to integrate the ever-changing capital ...


Connecting the Dots

March 15, 2018

Q&A: Why I Do What I Do at Bartlett Editor’s note: This Q&A is the second in an ongoing series about what inspires individual Bartlett team members in their work. Jayne W. Smith, FPQPTM Client Relationship Associate Joined Bartlett in 1998   Q: What do you do at Bartlett? I serve as a ...


Introducing a refreshed look for Bartlett

March 6, 2018

After months of planning and refining, we’re thrilled to unveil an updated visual brand identity for Bartlett. This refreshed look—including logo, fonts, and colors—more accurately portrays our modern approach to wealth management. Among the changes you’ll see on the Bartlett website, social ...


Bartlett and Focus Financial Partners: A partnership forged with the future in mind

March 2, 2018

We have some exciting news to share. Beginning April 1, 2018, Bartlett & Co. will officially partner with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms. Through our partnership with Focus, Bartlett will be positioned for continued ...


The Storm After The Calm

February 9, 2018

What Happened and Why? After a steady climb for fourteen months, global stock markets experienced a sharp reversal this week. As we write on Friday morning, major benchmarks are 10% below record highs reached on January 25th. It has been a memorable week for the Dow Jones Industrial Average, which sustained ...