Bartlett Wealth Management
Peter Flanzer is an experienced financial professional currently serving as the Director and Senior Portfolio Manager at Bartlett Wealth Management since July 2019. In this role, Peter specializes in guiding clients through life's transitions to achieve their financial objectives, offering tailored investment solutions to both individual and institutional clients. Previously, Peter was the Managing Director at Lodestar Investment Counsel, LLC from 2002 to July 2019. Peter holds a Bachelor of Arts degree from Kenyon College and a Juris Doctor from the University of Illinois Chicago School of Law.
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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