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
View Top Employees from Bartlett Wealth ManagementWebsite | http://www.bartlett1898.com |
Revenue | $9 million |
Employees | 117 (102 on RocketReach) |
Founded | 1898 |
Address | 600 Vine Street Suite 2100, Cincinnati, Ohio 45202, US |
Phone | (513) 621-4612 |
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Industry | Investment Management, Finance General, Consulting, Asset Management, Wealth Management, Finance, Crowdfunding, Other Financial Services, Investment Advisory, Financial Services, Retirement Planning |
Web Rank | 17 Million |
Keywords | Tailored Investment Strategies, Estate Planning, Wealth Building, Holistic Financial Advice |
Competitors | FCA Corp, JFS Wealth Advisors, Petersen Hastings, The Harvest Group, Wealth Management, LLC, Wealth Management, Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52392 Companies |
Looking for a particular Bartlett Wealth Management employee's phone or email?
The Bartlett Wealth Management annual revenue was $9 million in 2024.
Kellie Muthert is the Director, Human Resources 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, 523920, 52, 523, 52392].
The SIC codes for Bartlett Wealth Management are [62, 628].