The Bartlett approach to client-focused investment strategies

What you can expect from our advisors and our investment strategies

We work with high net worth individuals and families, institutions, foundations, businesses, and others. We want each person we help to take advantage of every opportunity that furthers their goals. We understand that it’s nearly impossible to do this on your own, and we want to help you be educated, empowered, and confident in your financial strategies and decision making. Our investment strategies are always individualized, while relying on advisors’ deep experience.  

We know that each individual or organization has specific wealth management needs and goals. Our three-step process is one that works for all new clients.  

A three-step process for partnering with new clients and establishing investment strategies

1. Explore

Before hashing out plans and taking steps toward your financial goals, we want to get to know you first. In this initial stage, you’ll have the opportunity to meet with your Bartlett team, discuss your financial situation, and share your dreams, fears, and hopes for the future. We spend the time up front getting to know you, so we can understand all the ways Bartlett can serve you. Our goal is reaching yours—the more we know about how we can do that, the better.

2. Build

Once we’ve chosen to work together, the next step involves gathering data and building a plan to meet the goals we identified. This is a dynamic process—there will be moving pieces that shift the “first draft” of your wealth management strategy. Your Bartlett team will support you during the ever-changing process helping you make the difficult decisions that need to be addressed along the way. 

3. Execute

In this final stage, it’s time to put our plan into action. But remember: executing the strategy doesn’t mean we’re finished. Wealth management is an ongoing, continual journey, not a book of charts that gathers dust on a shelf. Our team will continue refining your plan over time. We’ll regularly review and assess your results and goals throughout our relationship, so that our wealth management solutions and investment strategies continue to meet your changing needs. 

Ready to take the first step?

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