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Latest Bartlett Updates
Bartlett’s 2019 Year In Review
2019 was another banner year, and it’s all thanks to you! This year, Bartlett Wealth Management: Experienced unprecedented growth, both in...
December 12, 2019 / Bartlett Updates
Kelley Downing Honored Among “Women Who Mean Business” in Cincinnati
On Dec. 5 at its annual luncheon celebration, the Cincinnati Business Courier recognized Bartlett Wealth Management president and CEO Kelley Downing among...
December 6, 2019 / Bartlett Updates
Bartlett now offers Registered Life Planner® services—what it means for you
Earlier this month, Bartlett advisors Lori Poole and Woodrow Uible earned the Registered Life Planner® (RLP®) designation after completing an intensive...
November 20, 2019 / Bartlett Updates
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...
November 15, 2019 / Bartlett Updates
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...
October 1, 2019 / Bartlett Updates