Bartlett Wealth Management

That's the bottom line. Proper management of your portfolio can help minimize tax implications and ensure that you don't run out of money sooner than expected. In each of our lives, the time comes when we must shift from a financial strategy based on accumulating the maximum amount of wealth to a strategy carefully crafted to ensure that our vision for our retirement will become a reality.

Investment and tax strategies used to accumulate wealth are inherently different than those used to distribute wealth. Like a good recipe, the magic is in the mix. - Anthony Bartlett. At Bartlett Wealth Management, the first and most important ingredient is a relationship. We seek to know you, your family, your vocation, your avocations and your aspirations.