Bartlett Wealth Management is a Chicago-based financial advisory firm that offers comprehensive wealth management solutions to individuals, families, institutions, and business owners. Their team of experienced advisors simplifies complex financial situations, providing customized plans and investment management services to help clients achieve their long-term goals. With a commitment to building meaningful relationships and delivering exceptional client experiences, Bartlett operates as a fee-only fiduciary, prioritizing the best interests of their clients.
With over 125 years of experience, Bartlett's multigenerational team provides continuity and diverse perspectives to serve clients and their families for generations to come. They offer specialized services for family offices, helping to navigate the complexities of family wealth and establish a unified vision. Additionally, Bartlett provides investment management solutions for institutions and nonprofits, delivering values-aligned services tailored to their specific needs. Recognized for their commitment to excellence, Bartlett has received numerous awards and accolades from local and national publications.
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