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

Investment Management

Bartlett Wealth Management

Holly H. Mazzocca

Nicholas Winter

Joe Walburg

Teresa M. Mannerino

Kendra E. Mossburger

Jayne W. Smith

Jared F. Wheeler

Elizabeth R. Johnson

Bethany E. Dorsel

Matthew Stith

Matt Whalen

The Finance and Investment Team at Bartlett Wealth Management specializes in planning and managing tailored investment strategies to meet clients' unique financial goals. This team of experts conducts market research, develops equity and trading strategies, and provides portfolio management services. They oversee investment portfolios, analyze financial performance, and ensure that clients' wealth grows and is preserved through various life transitions and market conditions.

Finance and Investment Team

Wealth Advisory Team

Finance and Investment Team

About

Team members

Other teams at Bartlett Wealth Management

Wealth Advisory Team