Bartlett Wealth Management

It’s been ONE YEAR since our new website launched! We’ve worked hard to create a user-friendly experience for our website visitors and look forward to continuing to improve our website in 2025. Haven’t had a chance to check it out yet? Visit Bartlett1898.com to learn about our team, services, sign up for our newsletter + more! 

Rounding out 2024 with some exciting news! We are thrilled to announce that Catherine Crawford, CFP® and Brian Walker, CFA have been named our newest partners at the firm. Catherine and Brian have continuously demonstrated Bartlett's core pillars in their day to day work and we are beyond grateful for the passion and experience they bring to team Bartlett. As the new year quickly approaches, we look forward to celebrating even more great achievements together! Congratulations, Catherine and Brian!

In case you missed it, Jonathan Finkler, our Head of Fixed Income Services, discussed how Bartlett maintains a grounded perspective amidst federal policy shifts during our annual Strategy Update. Visit the link below to watch a recording of Jon’s segment during our live event, moderated by President Holly Mazzocca, CFP®.

One possible big change on the horizon is the potential sunset of the Tax Cuts and Job Act (TCJA). Hear from Bartlett Wealth Advisor and Principal, Jason Katz, CPA, CFP®, CEPA as he breaks down what the TCJA is, who it affects, what might happen in the event of a sunset, and what you can do to plan ahead.

We are thrilled to congratulate our Co-Op, Will Stautberg, on the completion of his final presentation with Bartlett Wealth Management! Since joining Bartlett, Will researched the dynamics of retirement among different generations and had the opportunity to present his insights on “Rethinking The Future of Retirement” to the firm this past week. Will joined Bartlett as a Wealth Management Co-Op in August and is a 4th year student at University of Cincinnati’s Carl H. Lindner College of Business, completing a double major in Finance and Business Analytics. Will plans to return to UC in the new year to complete his final semester and will join #TeamBartlett as a Financial Planning Associate full-time beginning in summer of 2025. We couldn’t be more excited to have Will join the firm and wish him the best of luck in his last semester at UC!

There’s a lot of ongoing conversation around the topic of Artificial Intelligence. Bartlett Wealth Advisor, Justin Ellis, CFA, CFP® provided an update during our 2024 Strategy Update event in November on where we currently stand in the AI cycle along with points to keep in mind as AI continues to develop overtime. Click the link below to listen to Justin’s commentary from our live webinar: https://hubs.ly/Q02_6wD90

In November, Bartlett hosted our annual Strategy Update event in FOUR different locations. Our panelists did an excellent job visiting industry topics such as an update on AI and its impact on the investment cycle, highlighting the significance of bonds, and the evolution of financial planning. But the conversation doesn’t end here! Over the next few weeks, we will be launching a special recap series of our 2024 Strategy Update “A Grounded Perspective”, diving into our panelists' key takeaways from each section of the live event. Whether you attended our live event, or were unable to make it, our annual Strategy Update is packed with valuable content we don’t want you to miss out on! Stay tuned for more Strategy Update content from us over the coming weeks and visit our website to learn more here: https://hubs.ly/Q02-rq1X0

Join Bartlett Wealth Management on Wednesday, Nov. 20 for our 2024 Strategy Update webinar “A Grounded Perspective.” Our featured panelists Jason Katz, CPA, CFP®, CEPA, Justin Ellis, CFA, CFP® and Jonathan Finkler will discuss what they believe to be the key industry drivers to keep in mind as we close out 2024 and head into the new year. Be a part of this valuable discussion and register today! Link to register: https://hubs.ly/Q02WT9jx0

Congratulations to Wealth Advisor, Kayla Deyer, CFP®, ChFC®,CRPC®, CPFA, C(k)P® for being named to Leadership Louisville Center’s Ignite Louisville Class of 2025. Fifty-two emerging leaders were selected for this year’s class based on their commitment to the community and individual accomplishments. Over the next 6 months, Kayla will collaborate with top Louisville regional executives and delve into several areas of leadership development such as team dynamics, innovation, communication skills, and more. Please join us in congratulating Kayla on this exciting milestone! To view the full list of class members visit Leadership Louisville Center’s page here: https://hubs.ly/Q02V6XG90

We are honored to be included on Forbes 2024 Top RIA Firms in America listing, coming in at #50. Forbes annual ranking, developed by SHOOK research, is based on an algorithm measuring both quantitative and qualitative data to fairly assess factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. We thank our dedicated staff members for their feedback and participation in making this recognition possible. To see the full listing, click here: https://hubs.ly/Q02SZhzW0 For more information on the methodology, visit Forbes website: https://hubs.ly/Q02SZhfm0 Neither the firm nor representatives paid a fee to participate in this ranking.