Bartlett Wealth Management
Nicholas Winter is currently employed as a Wealth Advisory Analyst at Bartlett Wealth Management, having previously worked as a Financial Advisor at Western & Southern Life. Prior to that, Nicholas gained experience in wealth and asset management at Fifth Third Bank, worked as a Loan Analyst Intern at LendKey Technologies, managed a pro shop at Devou Properties, and held a seasonal position at Home City Ice. Nicholas holds a Bachelor of Business Administration in Finance from the University of Cincinnati and graduated from St. Xavier High School.
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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