Wealth Management

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.

You might compare our wealth management services to those of 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 who work collaboratively to understand your unique needs and desires. Likewise, at Bartlett, our team of wealth management advisors will partner with you to build the plan for your financial future.

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. At Bartlett, this approach includes two major services:

Does Wealth Management sound like it would be a good fit for you? Schedule a meeting with one of Bartlett’s Wealth Advisors to begin the discussion of your financial future.