Bartlett Wealth Management

anthony bartlett and his team's approach is different from other financial planners. we believe that planning for saving and investing for growth (accumulating wealth) for the future purchase of a home, college tuition, vacations, emergencies, and for retirement is key. however, it is equally important to strategize for distributing those savings based on what is needed in the short term, years one through five, five years after that, and into the future. we like to think of it as putting aside money into separate buckets for each phase of your retirement journey to ensure that what you need is there for you when you need it. people in general don’t always plan well. often they just don’t give planning much thought or they know they need to plan, but are busy dealing with the day-to-day activities of living. our role is to challenge the status quo and to help people avoid the frustration that results when there is a failure to plan. our clients want honesty and straight talk! th