More exciting updates at Bartlett! -Gina Slayton recently obtained the Certified Exit Planning Advisor (CEPA®) designation. -Chad Kolde has stepped into the dual role of CFO and COO. -Steve Naiser has stepped into the role of Louisville Regional Lead. -Nick Winter has joined our Chicago office as a Financial Planning Associate. Congratulations Gina, Chad, Steve and Nick!
Bartlett Wealth Management
Investment Management
Cincinnati, OH 2,306 followers
Our goal is reaching yours.
About us
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
- Website
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http://www.bartlett1898.com
External link for Bartlett Wealth Management
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Cincinnati, OH
- Type
- Privately Held
- Founded
- 1898
- Specialties
- Wealth Management, Investment Advisory, and Retirement Planning
Locations
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Primary
600 Vine Street
Suite 2100
Cincinnati, OH 45202, US
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150 S Wacker Dr
Suite 3050
Chicago, Illinois 60606, US
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4350 Brownsboro Road
Suite 120
Louisville, KY 40207, US
Employees at Bartlett Wealth Management
Updates
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Last week we had our annual Employee Advance take place at our Cincinnati office. Not only did we have our Louisville and Chicago offices join us for a fun-filled two days full of activities around downtown Cincinnati, but we also had the opportunity to discuss exciting plans in store for Bartlett’s future. Nothing is better than getting all of #TeamBartlett together!
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We are just a few days away from our upcoming webinar, “5 Questions Every Business Owner Should Consider” featuring Holly Mazzocca, CFP® and Jason Katz, CPA, CFP®, CEPA Have you registered yet? There’s still time! Link to register is below. Register here: https://lnkd.in/d5JKyFqN
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Bartlett is thrilled to have been named #49 on Barron's 2024 ranking of top 100 RIA firms in the nation. Barron’s reviews three major categories based on assets, revenue and quality of practice, while also verifying firm and regulatory data to determine annual rankings. We thank our outstanding associates for their hard work, feedback and participation. Neither the firm nor representatives paid a fee to participate in this ranking.
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Congratulations to wealth advisor Justin Ellis, CFA, CFP® for being named to the Cincinnati Business Courier's Forty Under Forty class of 2024! Neither the firm nor its representatives paid a fee to participate in this award.
Cincinnati Business Courier announces 2024 Forty Under 40 winners: PHOTOS - Cincinnati Business Courier
bizjournals.com