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

Investment Management

Bartlett Wealth Management

Bartlett Wealth Management's headquarters in Cincinnati, OH, United States

Holly H. Mazzocca

Jason Katz

Lori Poole

Woodrow Uible

Kyle Pohlman

Kellie Muthert

Catherine Miller

Peter Flanzer

Nick P. Hyrcza

Kenneth Schlachter

Craig Sarembock

Nicholas Winter

Joe Walburg

Kendra E. Mossburger

Jayne W. Smith

Jared F. Wheeler

Matthew Stith

Matt Whalen

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People (36)

Holly H. Mazzocca

Matt Whalen

Kellie Muthert

Rob E. Michel

Matthew Stith

Kelly S. Chrzanowski

Lindsey M. Folkman

Bethany E. Dorsel

Jared F. Wheeler

Jayne W. Smith

Kendra E. Mossburger

Eric Profancik

Connie Lenihan

John G.

Maggie Spataro

Joe Walburg

Kim R. Nickol

Randy C. Evans

Melissa M. La Corte

Karen A. Yurak

Melissa Lacorte

Nickolas Hyrcza

Sundae Niehaus

Chad D. Kolde

Libby Kubera

Christopher D. Robbins

Woodrow Uible

Aliya Riddle

Brian Walker

Lori Poole

Brian Antenucci

Kenneth Schlachter

Kailyn Neat

Craig Sarembock

Kyle Pohlman

Gina Palazzo Slayton

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