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Family Office

Bartlett Wealth Management

Cincinnati, OH, United States

Type

Family Office

Check size

n/a

Verticals

Generalist

Investment thesis

Bartlett Wealth Management is a financial advisory firm specializing in wealth management, investment planning, and financial consulting services. Founded in 1898 and headquartered in Cincinnati, Ohio, the company provides personalized financial strategies for individuals, families, and institutions. Bartlett Wealth Management is known for its client-focused approach, fiduciary responsibility, and long-standing presence in the wealth management industry.

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