At Bartlett, we help people live more fulfilled lives by organizing, optimizing, and managing the moving pieces of their wealth. Our team-based approach provides our clients with individualized service to help them reach their goals.
What is the purpose of your wealth? How can your wealth impact those that you love and the organizations doing important work in your community? We help you think about these questions and then build a plan of action that is driven by your goals and values.
We build personalized plans of action that help ease discomfort and provide peace of mind. Our approach takes a long-term view to navigate things like market environment changes, difficult financial planning decisions, and transfers of wealth to multiple generations of family.