Bartlett Wealth Management
Matt Whalen has a long history in the field of Information Technology, spanning from their time as a Computer Operator with Garrett Computer Services, Inc. to their current role as Director - Information Technology at Bartlett Wealth Management. Matt has experience managing hardware and operations, as well as overseeing staffing and output production. Matt is currently pursuing a degree in Computer Information Systems Programming at Cincinnati State Technical and Community College.
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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