Bartlett Wealth Management

Bartlett Wealth Management

 
 
 
 
 
 
 
 
 
 
 

Bartlett Wealth Management

600 Vine Street
Suite 2100
Cincinnati, OH 45202 | View on Google Maps
Holly Mazzocca Holly Mazzocca
(513) 345-6205
Preserving and cultivating your wealth are the cornerstones of Bartlett’s investment management and financial planning services. For generations, our clients have turned to us for objective advice and continue to benefit from the guiding principles on which our firm was built. Bartlett provides insightful investment management and visionary financial planning for all situations, so you can invest with confidence. Our teams of trusted advisors’ specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
Member Since: 2016
 
 

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