Bartlett Wealth Management
Marianne Yates has an extensive background in portfolio administration and marketing within the financial industry. Marianne has held roles at various companies such as Bartlett Wealth Management, Lodestar Investment Counsel, LLC, and Nuveen Investments. Marianne graduated from the University of Wisconsin-Platteville with a Bachelor's Degree in Technical Communication with an Emphasis in Printing and Publication Management.
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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