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Bartlett Wealth Management

Bartlett Wealth Management (Bartlett) is a Midwestern wealth management firm that provides customized investment management and financial
planning services to high net worth individuals and families, foundations, and businesses throughout the region and beyond. The firm’s team of
distinguished investment and planning professionals provides independent fiduciary counsel for its clients.

Bartlett’s status as an independent Registered Investment Advisory firm holds the company to the highest possible standard of conduct for ... Read more
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Vision

To be the premier wealth advisory firm in the Midwest, known for offering a unique combination of customized investment and financial planning
solutions, impeccable client service, and guidance to true peace of mind and fulfillment of our clients’ dreams.
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Mission

Our Goal is Reaching Yours. We deliver tailored investment solutions designed to achieve our client’s personal objectives.... Read more

Values

The Bartlett Way
The Bartlett Way is a compilation of 22 values that we strongly operate by as a firm. You can find this document in the snapshots below!

Recent Awards

Company Snapshots

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