A complete list of active advisors currently associated with Bartlett & Co. Wealth Management LLC

Warmer can help you find a great advisor at Bartlett & Co. Wealth Management LLC or one who fits your needs even better.

Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations and endowments, and a range of institutional clients including corporate and nonprofit retirement plans and ERISA-covered plans. The firm provides discretionary wealth management and portfolio management, comprehensive financial planning, held-away account management, and consulting across mutual funds, ETFs, and individual securities. Bartlett describes an active, client-specific investment approach that emphasizes diversification across uncorrelated asset classes and a relative-value philosophy in fixed income, with most advice delivered on a discretionary basis and periodic use of External Managers and subadvisors. The firm also administers institutional fixed income strategies, manages private fund recommendations for qualified investors, and maintains ERISA fiduciary responsibilities for retirement-plan clients. What distinguishes Bartlett among large enterprise firms is its integration into the Focus Financial Partners network and the resulting access to affiliated solutions: the brochure discloses introductions to Focus Risk Solutions for insurance placement, referrals to Focus Partners Wealth (Focus Tax) for tax services, and utilization of UPTIQ and Flourish to facilitate cash and credit solutions (noting Focus’s minority investment in UPTIQ and disclosures about related revenue flows). The brochure also notes Bartlett’s long lineage and predecessors dating to 1898, its practice of managing held-away accounts, and that it operates as a fee-only adviser while disclosing how certain affiliate platform fees and third‑party arrangements are handled.

To learn more about the advisors currently working at Bartlett & Co. Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.