Sort by:

Learn to Spot and Avoid Fraudulent Calls with Bartlett Cybersecurity Education Site

Bartlett professionals have been made aware of an increase in fraudulent telephone activity designed to pressure or intimidate individuals into giving up personal information like social security numbers, banking account numbers, and other information. Recent reports have suggested that unknown…

3 Values That Drive Culture at Bartlett Wealth Management

In 2018, we renewed our commitment to the core values that guide our organization, motivating us toward the culture we hope to achieve and the reputation we strive to maintain. We summed up these tenets in a document called “The…

Raising a Toast to Bartlett’s Success in 2018

2018 was a milestone year for Bartlett Wealth Management — in more ways than one. We commemorated our 120-year legacy in visual form by sponsoring a public ArtWorks mural in Cincinnati’s historic Pendleton neighborhood. We also unveiled a new brand…

Introducing Bartlett’s New Cybersecurity Education Center

In the business of wealth management, protecting clients’ assets and sensitive information is of the utmost importance. That’s why Bartlett is investing more than ever in technology and training to keep clients safe — particularly in recent years, as cyber…

A Story 120 Years in the Making

Bartlett featured on October cover of Financial Advisor Magazine This year marks Bartlett Wealth Management's 120-year legacy, and to celebrate, members of the leadership team sat down with Financial Advisor Magazine to reflect on 21st century measures the firm has taken to remain…

Let's Talk About Cybersecurity with Bartlett IT Director Matt Whalen

When Bartlett’s IT Director and resident cybersecurity guru Matt Whalen describes himself as “paranoid,” he means that he spends more time than the average person thinking about increasingly sophisticated threats to cybersecurity. But while it’s a subject that keeps Whalen…