“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. We believe that we cannot effectively guide you in achieving your goal unless we see the whole picture. Together, we will create a plan that is in sync with your core values, your fundamental philosophy about money, and what you want it to do for you, now and in the future.
Our Team Approach
We work in tandem with other trusted professionals on your financial team (attorneys, CPA’s, etc.) to turn your vision for the distribution of your wealth into a plan.
We leverage deep industry knowledge, time-tested investment strategies, and a passion for serving our clients with honesty, clarity, and transparency.
We have a laser focus on wealth distribution. We help our clients to thoughtfully strategize for the management and dispensation of the wealth they have accumulated throughout their lifetime.
Let’s start our journey today!
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
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