Bartlett Wealth Management
Craig Sarembock is a seasoned wealth advisor and principal at Bartlett Wealth Management, where since October 2012, expertise in investment management and financial planning has been provided to individuals, families, and institutions. Prior experience includes a role as an associate at Goldman Sachs from July 2009 to September 2012 and as an investment advisor at Ladenburg Thalmann between December 2001 and February 2009. Craig is a holder of the Series 7, 63, and 65 licenses. Educational credentials include an A.B. in Economics from Princeton University and an MBA from Columbia Business School.
Bartlett Wealth Management
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