Bartlett is a Cincinnati-based wealth management firm that serves individuals, families, institutions, and business owners. Their team of experienced advisors offers comprehensive financial planning and investment management services, tailored to each client's unique needs, with a focus on preserving, protecting, and nurturing their assets.
In addition to wealth management, Bartlett also provides family office services, helping clients navigate the complexities of family wealth and develop a unified vision for future generations. They offer specialized services for business owners, assisting in integrating and maximizing the value of personal and business wealth. Bartlett's commitment to the community extends to providing investment management solutions for institutions and nonprofits, delivering values-aligned services tailored to their specific needs.
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