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People have goals. Wealth has a purpose.

Through our wealth management solutions, we help you create a strategy that puts your dreams front and center. We explore your individual needs, build the right plan, then execute that plan over the long-term.

'What “wealth management” means for you

We bring together professionals in multiple disciplines — financial planning and investment management— who work together to preserve, protect, and nurture your assets.

Financial Planning

We design and execute holistic plans customized to your unique needs.

Investment Management

We build purpose-driven portfolios that are customized to your goals.

It’s not about the fancy charts or thick reports.

Our work is about helping you explore the important decisions, build a plan, and execute at each step of the process as we work toward your goals.

Your team, dedicated to your goals

When you partner with Bartlett, you don’t just get a wealth advisor. You get a total wealth management team that works alongside you to meet your goals. Our multigenerational team provides holistic service, diverse perspectives, and is poised to meet your needs – and those of your children, grandchildren, and beyond – for years to come.

Wealth Advisor
Financial Planning Focus

Provide advice, guidance, and comprehensive financial planning services

Wealth Advisor
Investment Focus

Provides guidance and manages overall investments including portfolio construction and implementation

Client Relationship Associate

Services a wide range of client needs, such as opening accounts, cash management, and daily administration

Where can we help you go next?

Contact a member of the Bartlett team today.