Sort by:

Values that Drive Bartlett: Watching the Horizon

Earlier this year, we began taking a closer look at what drives Bartlett’s culture and reputation of excellence in service to our clients. What started as an internal discussion has evolved into The Bartlett Way, a document containing 22 core…

Beware the Hidden Perils of Running a Family Business

Owners of a family business know it’s almost impossible to separate the family from the business. At Bartlett, we offer strategic wealth management advice for families whose wealth spans beyond three generations—and in many cases, that wealth comes from a…

Business Owners: Here’s Why Exit Planning Is Crucial for Future Success

Owning a business can be exhilarating and fulfilling, but it is not without its challenges. In addition to working hard to grow the business each day, business owners must constantly think about the future and what lies ahead, including deciding…

Market Commentary ~ October 2019

Satisfying Progress By any measure, 2019 has been a good year for investors so far, defying many skeptics. Rising corporate profits, increasing dividend payments and declining interest rates have been a favorable combination. Major asset classes are near record levels,…

Bartlett Earns National Recognition Among Barron’s Top 50

At Bartlett Wealth Management, we constantly strive to demonstrate smart growth, both organically and through strategic mergers and acquisitions. That’s one reason we are pleased to announce Bartlett has been recognized among firms across the nation as one of Barron’s…

Consider This Before Delaying Retirement for Your Kids’ College

With college enrollment just around the corner, many parents are wondering how they will shoulder not just the financial burden of tuition, but also provide housing, transportation, social activities, and other living expenses for their not-quite-grown children. According to a…