Bartlett Wealth Management

Bartlett Wealth Management is an independent Registered Investment Advisory firm with offices in Cincinnati, Ohio, and Chicago, Illinois. Established in 1898, the firm specializes in asset management services for high-net-worth individuals, families, institutions, and nonprofits. Led by principals James B. Hagerty, Brian F. Antenucci, and Kyle W. Pohlman, Bartlett operates under a fiduciary standard, ensuring that clients' best interests are prioritized. The firm offers a range of services, including holistic wealth management, institutional and nonprofit investment solutions, business owner integration, and family wealth structuring. Bartlett employs a rigorous investment process with in-house risk assessments, providing personalized financial plans through face-to-face consultations. The firm emphasizes diversification and long-term stability to minimize portfolio volatility. Bartlett is recognized for its commitment to high advisory standards, as evidenced by its UK advisory arm's ranking in the Financial Times Top 100 UK Financial Advisers 2024.