Bartlett & Co.

bartlett provides insightful investment management and visionary financial planning for all situations, so you can invest with confidence. our teams of trusted advisors’ specialties include: • planning for retirement • selling a business • preparing children for understanding wealth • establishing a family legacy • stock option planning • estate planning invest with confidence. bartlett is a firm whose goal is reaching yours. a firm that aligns strategies tailored for your individual circumstances. a firm that is open-minded and proactive in meeting your needs, without conflicts of interest. grounded in trust and integrity, we prepare you for the uncertainties of tomorrow and plan for positive enduring results. after more than 100 years in business, bartlett continues to service clients toward a vital present, secure future and generous legacy.