Business Details
Your Trusted Partner for Comprehensive Wealth Management Solutions
Bartlett has served clients for over 125 years, delivering comprehensive wealth management solutions tailored to individuals, families, institutions, and business owners. As a fee-only fiduciary, we prioritize client interests through personalized financial planning, investment management, and family office services. Our multidisciplinary team collaborates to create holistic strategies that preserve and grow wealth across generations.With offices in Cincinnati, Chicago, and Louisville, we combine deep expertise with a commitment to meaningful client relationships. Recognized by national publications like Forbes and Barron's, our approach emphasizes continuity, care, and customized solutions for complex financial needs.
Services
Wealth Management
Financial Planning
Investment Management
Family Office Services
Business Owner Services
Institutional Management
Highlights and features
- We operate as a fee-only fiduciary, prioritizing client interests above all.
- Our 125+ years of experience guide multigenerational wealth strategies.
- Multidisciplinary team delivers customized solutions for complex financial needs.
- Award-winning service recognized by Forbes, Barron's, and Financial Advisor Magazine.
- Dedicated team approach ensures continuity in client relationships across generations.
Services
Wealth Management
Our wealth management service integrates financial planning and investment strategies to address complex personal and business financial needs. We create customized roadmaps for asset preservation, protection, and growth while aligning with clients' long-term goals and values.
Family Office Services
Family office services establish comprehensive wealth frameworks through family charters and unified vision planning. We help navigate multigenerational wealth transfer challenges while maintaining continuity across personal, business, and legacy objectives.
Business Owner Services
Business owner services focus on integrating personal and business assets through our 5-step process. We help entrepreneurs maximize combined wealth value while allowing them to concentrate on business growth and operational priorities.
Investment Management
Investment management combines disciplined portfolio construction with values-aligned strategies. Our approach emphasizes proactive risk management and evidence-based decision-making tailored to each client's unique financial circumstances.
Institutional Management
Institutional management provides tailored investment solutions for nonprofits and community organizations. We deliver specialized strategies that balance mission-driven objectives with long-term financial sustainability requirements.
Questions
What makes Bartlett Wealth Management different from other financial advisors?
As a fee-only fiduciary with 125+ years of experience, we combine multigenerational expertise with personalized strategies. Our dedicated team approach ensures continuity in client relationships and customized solutions for complex financial needs.
Do you specialize in working with specific client types?
We serve individuals, families, institutions, and business owners. Our specialized services address unique needs across these groups, including family office solutions, business owner integration, and institutional management.
How does your investment management approach work?
We build financial plans first, then create evidence-based investment strategies aligned with those plans. Our disciplined approach focuses on long-term objectives while preparing for market volatility through proactive risk management.
What geographic areas do you serve?
While headquartered in Cincinnati, we serve clients nationwide through offices in Chicago and Louisville. Our team works with individuals, families, and institutions across multiple states and regions.
How do you handle multigenerational wealth planning?
Our family office services establish clear wealth pictures through family charters and unified vision planning. We help navigate intergenerational transfer challenges while maintaining continuity across personal, business, and legacy objectives.
