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Your journey starts here.

Wealth management can be complicated. Our experienced advisors are here to simplify things by plotting a course to wellbeing based on your unique financial picture.

What you can expect

While each individual or family has specific wealth management needs and goals, we follow a five-step process when working with new clients.


The first step in our process is to get organized. We strive to make the beginning of our relationship as simple as possible, guiding new clients through the onboarding process by gathering statements, assessing the financial landscape, and starting to understand your goals.


Once we’ve gotten a sense for your total financial picture, our team will begin to prioritize our work. We’ll drill down into your needs, starting with the work that will have the most immediate impact on your peace of mind.


Based on your unique goals, needs, and comfort level, our team will begin to build your plan. At Bartlett, we take a planning-first approach to wealth management, letting your financial planning needs guide how we allocate your assets and invest your wealth. This plan will serve as a roadmap for the long term, and it’s something we will continuously assess together.


Now it’s time to implement your strategy. At this stage, your Bartlett team will run simulations, make assessments, and invest your assets according to your plan. In the background, our in-house team of research analysts will make recommendations to your wealth managers regarding investment rebalancing and opportunities.


Truthfully, the work we do at Bartlett is never done. While we keep an eye on our clients’ long-term goals, we know that the road often changes. Life events, new goals, and more guide our work. We will continuously revisit your plan to work toward what your goals are today.

Who you’ll work with

At Bartlett, you won’t just have a group of people assigned to your account. You’ll have a team working collectively toward a singular goal – yours. Our clients tell us they appreciate dealing with familiar faces –their advisors and a client relationship associate – who are always accessible.

Wealth Advisor
Financial Planning Focus

Provides advice, guidance, and comprehensive financial planning services

Wealth Advisor
Investment Focus

Provides guidance and manages overall investments including portfolio construction and implementation

Client Relationship Associate

Services a wide range of client needs, such as opening accounts, cash management, and daily administration

Additionally, there is a strong bench of research analysts and operational staff working behind the scenes to support you and your team, including:

  • Chartered Financial Analysts
  • Certified Financial Planners®
  • Registered Life Planners®
  • Certified Public Accountants
  • Certified Exit Planning Advisor
  • Certified Divorce Financial Analyst®
  • Chartered Alternative Investment Analyst
  • Certified Private Wealth Advisor®
  • Accredited Estate Planner®

Where can we help you go next?

Contact a member of the Bartlett team today.