At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
 
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals.

Your well-being is our bottom line.   

The Bartlett team's specialties include:
           •  Planning for retirement
           •  Selling a business
           •  Preparing children for understanding wealth
           •  Establishing a family legacy
           •  Stock option planning
           •  Estate planning

Investment Management

Bartlett Wealth Management

Bartlett Wealth Management's headquarters in Cincinnati, OH, United States

This department focuses on providing personalized financial planning and investment strategies for clients.

Wealth Management

The Wealth Advisory Team at Bartlett Wealth Management provides personalized investment and financial planning services to clients. This team of experts specializes in helping clients navigate life's key financial transitions, such as retirement planning, selling a business, estate planning, and establishing family legacies. With a focus on integrity and market vigilance, the Wealth Advisory Team ensures that clients' financial strategies are tailored to meet their individual needs and objectives, moving them closer to their goals.

Wealth Advisory Team

The Finance and Investment Team at Bartlett Wealth Management specializes in planning and managing tailored investment strategies to meet clients' unique financial goals. This team of experts conducts market research, develops equity and trading strategies, and provides portfolio management services. They oversee investment portfolios, analyze financial performance, and ensure that clients' wealth grows and is preserved through various life transitions and market conditions.

Finance and Investment Team

This department focuses on managing and enhancing client relationships and ensuring effective communication and reporting for clients.

Client Services

This department manages workforce planning, employee relations, and operational efficiency.

Human Resources and Operations

This department conducts in-depth analysis of equity markets and external investment managers.

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People (12)

Jobs (0)

Other teams

Wealth Advisory Team

Finance and Investment Team

Client Services

Human Resources and Operations

Equity Research

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People (12)

Jobs (0)

Other teams

Wealth Advisory Team

Finance and Investment Team

Client Services

Human Resources and Operations

Equity Research

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