Building a culture of evolution,
since 1898
At Bartlett, we let our values guide our work. For over 125 years, we have served clients by listening generously to their needs and creating comfort within our process. When you partner with Bartlett Wealth Management, you’ll have a dedicated advisory team that adapts to suit your unique goals.
What Sets Us Apart
Caring creates confidence
We are co-invested in your success. We care for people over data and listen generously to understand the "why" of your goals and aspirations. Our goal is to create comfort in the uncomfortable, easing your money anxiety while helping you chart the course to your long-term goals.
Complexity demands capability
Bartlett's team of professionals simplifies the complex. We cut through the noise to provide meaningful and actionable advice. We build your financial plan first, using it as a guide for the investment decisions. We do the work in advance to anticipate and prepare for difficult moments so that you can stay the course even when the world is in flux. Your complex financial life deserves Bartlett's customized and comprehensive approach, not a generic model or one-sized plan.
Continuity creates comfort
We know your wealth has a purpose. You are dedicated to creating a lasting impact for your family, community, and beyond. Bartlett has served clients for over 125 years, and our multigenerational team is structured to provide diverse perspectives to serve you and your family for generations to come. Our dedicated team approach and low employee turnover provide continuity in your relationships with your Bartlett team. We spend time developing relationships with clients and employees alike to welcome all into the Bartlett family.
Bartlett By The Numbers
03
Offices Serving the U.S.
32
Wealth Advisors
37
Professional Designation Holders
75
Employees
90+
Charitable Partnerships
98%
Client Retention
100%
Independently Managed
125+
Years Serving Clients
$8.4B
Assets Under Management
As of 12/31/2023
Connected to Our Communities
Community engagement is a core value at Bartlett. We cherish our role as an active corporate citizen, providing support to organizations that span the arts, social services, education, and much more. We are proud to not only support our communities at a firm level, but also in the participation of our employees, whose involvement helps to shape our communities with their volunteer spirit. Whether via board service, individual time, sponsorship or donation, or an organized volunteer outing, Bartlett is pleased to give back. Below is just a sample of the organizations supported by Bartlett Wealth Management and its staff.
Be Part Of Our Story
The world looks a lot different today than it did when our founder, Benjamin Bartlett, first bought his seat on the New York Stock Exchange in 1898. But one thing reminds the same - our commitment to helping our clients reach their goals. For over 125 years, we've been proud to walk alongside our clients on their journeys to find purpose in their wealth.
2023
Louisville-based Regent Investment Management partners with Bartlett to become the firm's third Midwest location.
2021
Jim Hagerty is named CEO and Holly Mazzocca is named President.
2019
The acquisition of Chicago-based Lodestar Investment Counsel expands Bartlett’s presence in the Midwest.
2018
Bartlett joins Focus Financial Partners.
1998
Bartlett is one of the first firms to register with the SEC and becomes a Registered Investment Advisor (RIA) soon after the Investment Advisor Act of 1940 is signed.
1898
Benjamin Bartlett, a partner at George Eustis & Co., buys a seat on the New York Stock Exchange.
Where can we help you go next?
Contact a member of the Bartlett team today.
