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 as an internal discussion has evolved into The Bartlett Way, a document containing 22 core values with examples that include things like: Make quality personal. Check your ego at the…

Owners of a family business know it’s almost impossible to separate the family from the business. At Bartlett, we offer strategic wealth management advice for families whose wealth spans beyond three generations—and in many cases, that wealth comes from a family business. In a perfect world, business owners could grow the business over their lifetime,…

Satisfying Progress By any measure, 2019 has been a good year for investors so far, defying many skeptics. Rising corporate profits, increasing dividend payments and declining interest rates have been a favorable combination. Major asset classes are near record levels, with U.S. stocks in the vanguard of performance. Positives and Negatives As we write in…

In January, our staff came together to create The Bartlett Way, a document outlining the values that drive our culture and underpin the reputation we strive to maintain, with examples that include: Make quality personal. Check your ego at the door. Be a great communicator. We infused this document with flexibility to evolve, and just…

The financial world is full of acronyms. AUM, 401K, FINRA, IRA, RIA, SEC—the list goes on. And there’s a whole separate list for the various types of certification wealth management professionals can obtain to further develop and differentiate their skills as advisors and planners. Last month, when Bartlett Wealth Advisor and Principal Jason Katz became…