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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.

People in general don’t always plan well.  Often they just don’t give planning much thought or they know they need to plan, but are busy dealing with the day-to-day activities of living.  Our role is to challenge the status quo and to help people avoid the frustration that results when there is a failure to plan.

Our clients want honesty and straight talk!  They want to rely on an advisor who will help them invest so that their money grows and their assets are protected.  But that is just the beginning.  It is our responsibility to analyze our clients’ financial situations and tell them what they need to hear, not always what they might want to hear.

If you are ready to take a proactive approach to your personal financial situation and create a plan with solid retirement asset distribution strategies, call Bartlett Wealth Management at (774) 420-7575 or send me an email

WORK

At each stage of life, whether just starting out in your 20s, 50s, or have a family, you are focused on your career.  This may mean moving up the corporate ladder or starting and growing your own business as an entrepreneur or with a law, accounting, or other professional practice.

PLAN

A strategic plan helps you to develop the habit of putting money aside and investing, despite the immediate demands for money that each stage of life brings.  Planning for the future – both short and long term – should be a lifetime routine that helps you achieve your aspirations and eases you into the retirement that you envision.

LIVE

While you are living the life you imagined, your plan continues to work for you so you can meet each challenge and achieve the goals you set for yourself and for your family.