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- Bartlett Wealth Management
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 a professional investment advisor due to its fiduciary standard of conduct. The company manages more than $10.0 billion in assets for clients across the Midwest while leveraging forward-thinking technology and cybersecurity initiatives.
The firm invests heavily in its team to position Bartlett for continued future growth, employing a mentorship program and encouraging gender and age diversity in the firm’s leadership positions to cultivate next generation leadership.
Bartlett’s status as an independent Registered Investment Advisory firm holds the company to the highest possible standard of conduct for a professional investment advisor due to its fiduciary standard of conduct. The company manages more than $10.0 billion in assets for clients across the Midwest while leveraging forward-thinking technology and cybersecurity initiatives.
The firm invests heavily in its team to position Bartlett for continued future growth, employing a mentorship program and encouraging gender and age diversity in the firm’s leadership positions to cultivate next generation leadership.
Purpose
Guiding clients to financial peace of mind and fulfillment of life and legacy goals.
Vision
Bartlett Wealth Management will be the premier wealth advisory firm in the Midwest, known for our Three Uniques: Coordination builds confidence, Complexity demands capability, and Continuity creates comfort.
Mission
Our Goal is Reaching Yours.
Additional Culture Details
We are guided by five core beliefs that we live and work by. Teamwork makes the dream work. Deliver legendary client service. Listen generously. Growing is thriving. Do what's right always.
Values
- The Bartlett Way
- We live and work by a set of beliefs commonly referred to as The Bartlett Way. These beliefs are integral to our success and just the way we do things. Please see these beliefs in the snapshots below!
Recent Awards
Company Snapshots
