About

Preserving and cultivating your wealth are the cornerstones of Bartlett’s investment management and financial planning services. For generations, our clients have turned to us for objective advice and continue to benefit from the guiding principles on which our firm was built. Bartlett provides insightful investment management and visionary financial planning for all situations, so you can invest with confidence. Our teams of trusted advisors’ specialties include: Planning for retirement, Selling a business, Preparing children for understanding wealth, Establishing a family legacy, Stock option planning, Estate planning