Introducing our current co-op! Katie is a second-year student at the University of Cincinnati studying finance and marketing. We are excited to have her spend the spring semester with us. Welcome to the team, Katie!
Bartlett Wealth Management
Investment Management
Cincinnati, OH 2,251 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
Get directions
600 Vine Street
Suite 2100
Cincinnati, OH 45202, US
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Get directions
150 S Wacker Dr
Suite 3050
Chicago, Illinois 60606, US
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Get directions
4350 Brownsboro Road
Suite 120
Louisville, KY 40207, US
Employees at Bartlett Wealth Management
Updates
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We’re thrilled to have our President, Holly Mazzocca, CFP®, be part of Charles Schwab’s newest campaign! These ads highlight the unique position of independent advisors, whose fiduciary standard of conduct means clients are always put first. Bartlett is proud to have enjoyed our status as an RIA for over 70 years. Learn more about the RIA model here: https://lnkd.in/grffFBfH.
What an honor to be part of Schwab Advisor Services’ latest ad campaign! As I say in one of the ads now running on CNBC and Fox Business, “Everyone has a big picture. My job is to help you invest in yours.” It is my privilege to help my clients reach their goals, and Bartlett Wealth Management's status as a registered independent advisory firm means our advice is always given with one party’s best interest in mind: our clients’. You can see both ads on YouTube: https://lnkd.in/gSXc7umR / https://lnkd.in/gCt3F4nb
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We're thrilled to announce that Gina Palazzo Slayton, CFP® has joined our Cincinnati office as a wealth advisor. Welcome, Gina!
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Congratulations to wealth advisor Catherine Miller, CFP® for being named to the Cincinnati Business Courier's Forty Under 40 class of 2023! Neither the firm nor its representatives paid a fee to participate in this award.
The Business Courier has named its Forty Under 40 class of 2023. Now in its 28th year, the annual awards program recognizes young leaders and professionals from across Greater Cincinnati. Meet all our winners here ➡ http://bizj.us/1qj5gi #youngprofessionals #careerdevelopment #work #awards #awardwinners
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“When you’re in your 20s and 30s, time is on your side.” Wealth Advisor Laura Cuber recently shared advice for younger clients with US News & World Report. Read more here! https://hubs.ly/Q01YmT3W0
How to Build Wealth in Your 20s and 30s
money.usnews.com
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We are so proud of Wealth Advisor Catherine Miller, CFP® for being selected as a finalist for the Goering Center’s Rising Leader Award. The polls are open now – cast your vote for Catherine as the 2023 Rising Leader! https://hubs.ly/Q01YmVnY0 This award was given based on a nomination made in 2023. Neither the firm nor its representatives paid a fee to participate in this award.
2023 Rising Leader Finalist
cincinnati.ca1.qualtrics.com