Wealth Management Services

Bartlett’s team of wealth management specialists can create and execute a wealth management strategy designed just for you. But what does that really mean?

Financial Planning and Investment Management are often viewed as separate services. At Bartlett, we recognize the importance of these two aspects as the core building blocks of our holistic wealth management approach.

Think of wealth management services like a custom home builder.

In our case, the purpose of the structure we’re creating—your wealth management strategy—is to preserve, protect, and nurture your assets. When you build a home, you rely on a variety of specialists working collaboratively to understand your unique needs and desires. And you typically have a construction manager coordinating all of the work. Likewise, at Bartlett, our team of wealth management advisors partners with you to build the plan for your financial future, and we collaborate to make sure your
plan is executed well.

Your Bartlett Wealth Management team will work with you to understand your particular needs and aspirations. They will design and execute a holistic plan customized to your unique financial needs and goals.

Having all of your wealth management services addressed by a cohesive team within one firm—instead of you acting as the go-between among many financial professionals—can help you simplify your life and make your money (and your time) more productive.

At Bartlett, our approach to wealth management includes two major services: Financial planning and investment management.

  • Financial planning is based on your objectives, your charitable giving priorities, your retirement timetable, and the many other personal and financial priorities that shape your aspirations. Consider this to be the blueprints of your custom home during the building process, which are created according to your goals and ideas, and then continually referenced throughout the building process.
  • Investment management includes securities and assets, such as stocks, bonds, alternative investments, exchange traded funds (ETFs), and mutual funds. Investment Management acts as the bricks that are used to build the house: a means to achieving your goals. Your team of experienced wealth managers will understand the necessary approach to achieving the end goal.

Are you interested in a fresh perspective on wealth management?

Do you feel like you’re taking advantage of every financial opportunity?

Does having a guide to help you with significant financial issues sound appealing?

Would you like a simple next step?

Schedule a brief meeting with one of Bartlett’s wealth management advisors to see if we are a good match.

We can talk about your future aspirations and goals, and what might be holding you back from improving your financial position.

Schedule now