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 Wealth Advisory Team at Bartlett Wealth Management provides personalized investment and financial planning services to clients. This team of experts specializes in helping clients navigate life's key financial transitions, such as retirement planning, selling a business, estate planning, and establishing family legacies. With a focus on integrity and market vigilance, the Wealth Advisory Team ensures that clients' financial strategies are tailored to meet their individual needs and objectives, moving them closer to their goals.

Wealth Advisory Team

Finance and Investment Team

Wealth Advisory Team

About

Team members

Other teams at Bartlett Wealth Management

Finance and Investment Team