Bartlett Wealth Management
Investment ManagementView the employees at
Bartlett Wealth Management-
Craig Sarembock Wealth Advisor, Principal at Bartlett Wealth Management
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Cincinnati
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Rising Star
Matthew Stith, CFA Portfolio Manager, Director of Equity Research at Bartlett Wealth Management-
Cincinnati
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Top 10%
Celeste Somers Junior Decon Tech at Bartlett-
Jensen Beach, Florida, United States
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Rising Star
Brian Walker, CFA Wealth Advisor at Bartlett Wealth Management-
Cincinnati, Ohio, United States
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Top 10%
Kolin Dawsey Health physics technician at Bartlett-
Pasco, Washington, United States
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Rising Star
Overview
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
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