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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 a professional investment advisor due to its fiduciary standard of conduct. The company manages more than $6.3 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.
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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.... Read more

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

  • 2021

Company Snapshots

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