Our Approach
Anthony Bartlett and his team's approach is different from other financial planners. We believe that planning for saving and investing for growth (accumulating wealth) for the future purchase of a home, college tuition, vacations, emergencies, and for retirement is key. However, it is equally important to strategize for distributing those savings based on what is needed in the short term, years one through five, five years after that, and into the future. We like to think of it as putting aside money into separate buckets for each phase of your retirement journey to ensure that what you need is there for you when you need it.
Helping Clients Invest In Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Bartlett Wealth Management, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.