A team united by purpose to serve our clients and their families.
Our Story
Anthony Bartlett grew up in a middle-class family with parents who were both educators. When his parents retired in the 1990s, he was a new financial planner. He sat with his parents to review their financial situation and retirement plans.
They were smart people – his father was a college professor with a Ph.D. – but unfortunately, while busy raising a family, they weren’t able to prioritize saving and investing. Although they did manage to put some money away, that money was needed to address emergencies that came up over the years.
For Anthony’s parents and many others, “life happened” and time flew by so fast that before they knew it, retirement was just around the corner, and their savings were at risk of being insufficient to meet their retirement needs.
Today, without a plan, people can live longer than their savings. We won’t let that happen to our clients. At Bartlett Wealth Management, we are dedicated to helping our clients turn their hopes and wishes into a strategic plan for a comfortable retirement.
That is our passion … why we do what we do.
Our Team
Shepard Allen
CFP®, CRPC, CRPS
Financial Planner
Anthony Bartlett
ChFC®, CASL®, RICP®, AEP®
Financial Planner, CEO
Kathy Bartlett
Internal HR & Licensing
Daniel Dalton
ChFC®, CLU®, CASL®, MBA
Financial Advisor
Gary Geraci
MBA
Financial Advisor
Doug Gower
AIF®, CRPS®, QKA®, CPFA®
Director of Retirement Plans &
Financial Advisor
Jonathan Gruber
AAMS® , AIF®, RICP®
Financial Advisor
Donna Johns
MBA
Financial Advisor
Keith Lewandoski
Financial Advisor
Lee Ann Nault
CPA
Financial Advisor
Helen Oliveria
Team Dalton Practice Manager
Shelly Wilde
Director of Business Processing
Andrew Waring
Chief Operating Officer
Bartlett Wealth Management is part of the Libre Advisor Network.
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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. Bartlett Wealth Management and Libre Advisor Network are not affiliated with Cambridge. 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.
Cambridge’s Form CRS (Customer Relationship Summary)
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