Join us Wednesday, Nov. 20 for Bartlett Wealth Management’s 2024 virtual Strategy Update “A Grounded Perspective”. This annual event will feature an introduction by our CEO, Jim Hagerty, CFA followed by a panel-style conversation moderated by President Holly Mazzocca, CFP® featuring:

•             Jason Katz, CPA, CFP®, CEPA® – Wealth Advisor, Principal

•             Justin Ellis, CFA, CFP® – Wealth Advisor

•             Jonathan Finkler – Head of Fixed Income Services