Bartlett & Co.

Bartlett Wealth Management (Bartlett) is a Midwestern wealth management firm that provides customized investment management and financial planning services to high net worth individuals and families, foundations, and businesses throughout the region and beyond. The firm's team of distinguished investment and planning professionals provides independent fiduciary counsel for its clients. Bartlett's status as an independent Registered Investment Advisory firm holds the company to the highest possible standard of conduct for a professional investment advisor due to its fiduciary standard of conduct. The company manages more than $6.3 billion in assets for clients across the Midwest while leveraging forward-thinking technology and cybersecurity initiatives. The firm invests heavily in its team to position Bartlett for continued future growth, employing a mentorship program and encouraging gender and age diversity in the firm's leadership positions to cultivate next generation leadership. Bartlett's culture also emphasizes playing an active role in the community, encouraging leadership and team members to support local nonprofit organizations through serving on committees, boards and in other leadership positions, or volunteering.