Broker Check

Wealth Managment

When entrusted with the responsibilities of building, coordinating, and protecting your assets, Bartlett Wealth Management begins with forging a relationship that has trust as its foundation. Our Process-Driven Approach is not motivated by products. Together we 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. Only then do we recommend investment strategies that will help you to achieve your goals.

From the first time we meet with a client, our approach is to ask questions to better understand the concerns you have for you and your family’s financial future. We want to get to know you, what you do, your family, your aspirations. It is only by seeing the whole picture that we can best serve your needs and help you achieve your goals.

What is your current situation? Are you taking best advantage of the savings opportunities available through your workplace?

Have you started thinking about retirement?

Are you planning to downsize? We will work with you to strategize the right time to sell. If you are moving to an assisted living or retirement community, we will consult with your accountant to be sure you are minimizing tax implications and addressing any Medicaid implications.

Have you considered the “no blood, no money” decision? If you are concerned about what might occur if there is a divorce or death of a child, this is a discussion that must be addressed.

Have you planned for long-term health care? Are you adamant about not going to a nursing home? Why?

One of the questions we hear most often is:

Will I have enough? The question is much more complicated than that. We’ll talk about your health and ask “what if” questions to plan for the out-of-pocket medical expenses that might be needed should you or your spouse or significant suffer adverse health issues. We’ll research statistical data based on longevity and specific medical conditions.

There are no right or wrong answers to these questions, but we can employ different planning strategies for each situation. The Bartlett Wealth Management process-driven approach is not motivated by products. Together we 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.