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 growth while maintaining operational autonomy. We see this as an opportunity to keep doing what we do best: provide the personalized fiduciary advice that has made us a leader in the independent wealth management space.

When the agreement is finalized, Bartlett will be known as Bartlett Wealth Management, LLC, to better communicate our core services and commitment to client-centric fiduciary advice. We’re also expanding the leadership team from 11 to 17 Principals to include members of our next-generation leaders.

So why exactly did Bartlett choose to partner with Focus Financial Partners? This decision reflects our commitment to pursuing excellence for our clients. The benefits of this new relationship will include:

• Excellence: Through our partnership, Bartlett will have full access to Focus’ expertise and best practices in operational, financial, compliance, and marketing initiatives. This means we can continue providing our clients with the highest level of service.
• Succession: With a history dating back 120 years, Bartlett is always focused on our strategic plan for the future. The partnership will support our continued planning for the future leadership of our firm. This kind of continuity allows Bartlett to maintain and improve our level of service for our clients, and their families, for generations to come.
• Independence: The leadership of Bartlett will retain independence and responsibility for the ongoing management of the firm. We will retain complete authority over Bartlett’s employees, fees, investment strategies and client relationships.

Bartlett has always been forward-thinking, and as our management team looks at the firm’s long-term future, we see additional opportunities for continued growth and enhancement of our services, people, tools, and technology with this partnership.

With access to Focus’ value-added resources and capital, we can secure a smooth path of succession for our company and our talented next generation leaders while providing continuity for our clients, ensuring they receive the same outstanding service they’ve always enjoyed from our team.

If you have questions or thoughts about Bartlett’s partnership with Focus, please reach out to your Bartlett team members.