Bartlett Wealth Management
Joe Walburg is a seasoned professional in the financial services industry, currently serving as the Director of Operations at Bartlett Wealth Management. Prior to this role, Joe gained valuable experience at U.S. Bank. With a Bachelor's degree in Business Management from Northern Kentucky University, Joe is known for their problem-solving skills and strong communication abilities, making him a valuable asset in their various roles throughout their career.
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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