We help you transform life's transitions into possibilities. Our team of wealth management experts will partner with you to chart the best path forward. At Bartlett, you're not just any client. We believe you're someone special. And you'll feel it throughout your relationship with us.
We start by bringing you your personal team of accomplished financial professionals - investment advisors and a client relationship associate plus a behind-the-scenes group of research analysts and support staff.All are chosen for their skill and depth of knowledge as well as for their unwavering commitment to you, their client.
We start by bringing you your personal team of accomplished financial professionals - investment advisors and a client relationship associate plus a behind-the-scenes group of research analysts and support staff.All are chosen for their skill and depth of knowledge as well as for their unwavering commitment to you, their client.
Services
The acquisition of Chicago-based Lodestar Investment Counsel expands Bartlett's presence in the Midwest. The Progressive Leadership Committee (PLC) is established, Bartlett's next generation of firm leadership. Bartlett becomes privately owned again when the management team purchases the firm from Legg Mason, Inc., and restructures as Bartlett & Co. LLC.
While financial planning can be a component of our investment management services, as needed, it is also provided as an independent service. We are here to help, with other financial planning scenarios including retirement planning, inheritance advice, divorce, and more.
As your Cincinnati-based financial advocates, it's our goal to get to know you, your objectives, your position on charitable giving, your timetable for retirement and the many other personal and financial priorities that shape your aspirations.A comprehensive understanding of you and your needs is the basis of our financial planning process.
As your Cincinnati-based financial advocates, it's our goal to get to know you, your objectives, your position on charitable giving, your timetable for retirement and the many other personal and financial priorities that shape your aspirations.A comprehensive understanding of you and your needs is the basis of our financial planning process.
With seemingly endless banks and advisory firms to choose from, our clients entrust their investment management and wealth management to Bartlett, based in Cincinnati. Whether it's because of our in-house research analysts, our team approach to service or Bartlett's history and reputation, they turn to us for financial guidance as generations have done.
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.
Bartlett's Family Office Services helps your family manage your wealth together, so it lasts longer. We understand how difficult it can be to have a cohesive plan for family wealth, given the unique qualities and differences within each family. Studies show fewer than 30 percent of families successfully sustain wealth beyond the third generation.
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