At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
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Bartlett Wealth Management Questions
The Bartlett Wealth Management annual revenue was $10.2 million in 2026.
Chad Kolde is the Chief Financial Officer and Chief Operating Officer of Bartlett Wealth Management.
102 people are employed at Bartlett Wealth Management.
Bartlett Wealth Management is based in Cincinnati, Ohio.
The NAICS codes for Bartlett Wealth Management are [5239, 52392, 52, 523, 523920].
The SIC codes for Bartlett Wealth Management are [62, 628].
Top Bartlett Wealth Management Employees
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32
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Samuel Ginocchio
Chief Compliance Officer at Bartlett Wealth Management
Cincinnati, OH, US1 -
15+
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Kellie Muthert
Director, Human Resources at Bartlett Wealth Management
Cincinnati, OH, US15 -
Joe Walburg
Director Of Operations at Bartlett Wealth Management
Cincinnati, OH, US13 -
25+
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25+
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