With roots dating back more than 120 years, Bartlett Wealth Management enjoys a reputation as a premier financial organization that’s home to the industry’s finest talent. Our story is one of opportunities taken to better serve our clients.
Today, we are excited to announce one such opportunity to expand our presence throughout the Midwest by adding Chicago-based Lodestar Investment Counsel to our Bartlett family. Lodestar is a highly respected organization that shares Bartlett’s philosophy and aspirations for the future of wealth management. We are thrilled to welcome them as our Chicago office and part of our ongoing story.
Many of our clients and partners will remember that last April Bartlett became a Focus Financial partner-firm. That transaction was the result of thoughtful deliberation by some of the industry’s most experienced and respected leaders, who identified mergers and acquisitions as an important strategic initiative for Bartlett in the current environment. Given our shared values and clientele, adding Lodestar to the Bartlett family represents another great choice as we continue to act on the robust strategic direction put in place last year.
The investment industry is undergoing significant changes in technology, service-delivery methods, and client experience. As disruptors enter the business, increasing competition, this is a time when size and scale matter more than ever. Being a Focus Financial Partner firm allows us to compete on a large scale, and this new relationship with Lodestar validates that. There are few firms that would be in position to play on this stage, and we at Bartlett are grateful for the deep relationships and commitment to collaboration and progress that have made these changes possible.
Bartlett Wealth Management has always been an industry leader with a commitment to proactive corporate strategy. Just as we serve as fiduciaries for our clients, we serve as fiduciaries of our legacy. It is a responsibility that each employee of Bartlett takes very seriously, and both our staff and valued clients have much to celebrate as we look forward to a bright future.
Bartlett President & CEO Kelley Downing and Lodestar Managing Director Bob Dearborn came together recently to highlight the reasons why both firms are thrilled about this partnership, captured in the video below.
As always, feel free to reach out to your Bartlett team member with questions about our strategic plans.
About Lodestar Investment Counsel
Lodestar Investment Counsel, LLC (“Lodestar”) is an independent, employee-owned, registered investment adviser based in Chicago, Illinois. Since the firm’s inception in 1989, Lodestar has focused on providing independent and objective investment counsel with a high level of personal service. Lodestar’s clients include high net worth individuals, trusts, foundations, and retirement plans.