Bartlett Wealth Management

Introducing our current co-op! Katie is a second-year student at the University of Cincinnati studying finance and marketing. We are excited to have her spend the spring semester with us. Welcome to the team, Katie!

If you haven’t already noticed… we have launched a new website! With a new look and feel, our website is user-friendly and provides detailed insights about Bartlett’s services, team, and core values. Go check it out to learn more!

Congratulations to these three hard-working employees! We have recently celebrated the promotion of Ritika, Steve, and Maggie. Their dedication and diligence to the firm is appreciated each day, and we are honored to watch them hit this milestone in their careers.

We're thrilled to announce that Gina Slayton has joined our Cincinnati office as a wealth advisor. Welcome, Gina!

We're hiring for an Institutional Associate! Read more and apply here:

Institutional Associate - Bartlett Wealth Management The Institutional Associate is responsible for preparing critical client meeting materials, building customized presentations, and sourcing data for in-house research and analysis. The Institutional Associate will partner with advisors to understand th...

“When you’re in your 20s and 30s, time is on your side.” Wealth Advisor Laura Cuber recently shared advice for younger clients with US News & World Report. Read more here!

How to Build Wealth in Your 20s and 30s Steps you take when you're starting out can make a big difference in your financial future.

We are so proud of Wealth Advisor Catherine Miller for being selected as a finalist for the Goering Center’s Rising Leader Award. The polls are open now – cast your vote for Catherine as the 2023 Rising Leader!
https://hubs.ly/Q01YmTJZ0

This award was given based on a nomination made in 2023. Neither the firm nor its representatives paid a fee to participate in this award.

2023 Rising Leader Finalist 2023 Rising Leader Finalist

Bartlett is thrilled to have been named #66 on Financial Advisor Magazine’s list of Top RIAs in the country! FA’s annual survey and ranking takes into account data like assets under management, growth, and change year over year to rank registered investment advisory firms in the US.

This award was given based on 2021 and 2022 numbers. Neither the firm nor its representatives paid a fee to participate in this survey.

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

What does it mean to approach wealth management strategically? For our business owner clients, it means thinking critically about the pieces of your financial puzzle. President Holly Mazzocca and Wealth Advisor Jason Katz know that any strategy has to start with a solid understanding of values. Join us on August 23 for a webinar on building a strategic map for your financial future, the first step in our 5 Step Process for Business Owners. Register here: https://hubs.ly/Q01Ym_MY0

Meet our newest Financial Planning Associate! Congratulations to Jared Wheeler, a longtime Investment Associate, for joining the FP team.

Into the metaverse: read about why portfolio manager and director of equity research Matt Stith has his eye on Nvidia (NVDA):

9 Best Metaverse Stocks for the Future of Technology With the market size for metaverse stocks expected to balloon by the end of this decade, these nine names are worth a closer look.

All about annuities: read wealth advisor Kailyn Paolucci's take on where annuities fit into a retirement plan:

Where Annuities Fit In The Puzzle Where and how should annuities figure in retirement-income planning?

We are thrilled to announce that Libby Kubera has joined our operations department. Welcome, Libby!

We're hiring! See current open positions in our Chicago and Louisville offices: https://hubs.ly/Q01QWH6C0

Congratulations are in order! Wealth advisor Keith Dershem recently earned his Accredited Estate Planner (AEP®) designation. Way to go, Keith!

What do bargain hunting and stock analysis have in common? If you ask wealth advisor Craig Sarembock, it's TJ Maxx! He recently spoke with MarketWatch about TJX stock:

TJX Stock Is Just Right for Bargain Hunters The largest of the off-price retailers, TJX—whose stores include T.J. Maxx, HomeGoods, and Marshalls—is well positioned to buck a slowdown in consumer spending.

We recently celebrated three major milestone anniversaries at Bartlett. Congratulations to Pam, Kyle, and Jayne! Bartlett is lucky to have you.

ICYMI: we recently held a webinar on financial literacy for kids. Didn't catch the live version? No worries - you can watch it back here!

Fundamentals of Finance: Setting Children Up for Success Bartlett is joined by representatives from the Girl Scouts of Western Ohio and the Alpaugh Family Economics Center at the University of Cincinnati to discuss...

Seeing TMO stock in the news lately? See what wealth advisor Craig Sarembock recently said to Barron's about Thermo Fisher's pricing:

Thermo Fisher Stock Has Soared. It’s Still Cheap—and Has Plenty of Upside. The scientific instruments company makes the devices used by pharmaceutical companies, and stands to come out ahead no matter which drugs are successful.

Wealth advisor Melissa Mabley has one very important message for fellow Gen X women: create a plan. She spoke with MSN about the unique challenges women in Generation X face, and how this group can navigate them. Read more here:

What Gen X Women Need To Know To Get Ready for Retirement Gen X women are now between the ages of 43 and 58, which means retirement is on the not-too-distant horizon for some of them. However, instead of looking forward to this phase of life, many women in...

Meet our current co-op! Liana is a second-year finance student at the University of Cincinnati, and we're thrilled she chose to spend the summer with us in our Cincinnati office. Welcome, Liana!

is coming to a close. Have you registered for our webinar on May 2 yet? Tune in to hear Catherine Miller, CFP® and guests from The Alpaugh Family Economics Center at UC and the Girl Scouts of Western Ohio discuss setting children up for success and laying those financial literacy foundations early. Register here:

Welcome! You are invited to join a webinar: Fundamentals of Finance: Setting Children Up for Success. After registering, you will receive a confirmation email about joining the webinar. Bartlett Wealth Advisor Catherine Miller is joined by Kathy Palmer of the UC Economics Center and Arrianne Byrum of the Girl Scouts of Western Ohio to discuss practical ways to engage children of all ages in conversations about financial literacy.

We all have a go-to dinner party conversation. President Holly Mazzocca's happens to be financial literacy. Listen to her discuss fin lit, women in wealth, and more on Financial Advisor Magazine's latest podcast episode: https://hubs.ly/Q01JpJWV0