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        福建福彩网官方网站网

        Earlier this month, Bartlett advisors Lori Poole and Woodrow Uible earned the Registered Life Planner® (RLP®) designation after completing an intensive program at the Kinder Institute of Life Planning. Take a look at what this exciting new designation means for…

        福建福彩网官方网站网

        Earlier this year, we began taking a closer look at what drives Bartlett’s culture and reputation of excellence in service to our clients. What started as an internal discussion has evolved into The Bartlett Way, a document containing 22 core…

        福建福彩网官方网站网

        Owners of a family business know it’s almost impossible to separate the family from the business. At Bartlett, we offer strategic wealth management advice for families whose wealth spans beyond three generations—and in many cases, that wealth comes from a…

        福建福彩网官方网站网

        Owning a business can be exhilarating and fulfilling, but it is not without its challenges. In addition to working hard to grow the business each day, business owners must constantly think about the future and what lies ahead, including deciding…

        福建福彩网官方网站网

        Satisfying Progress By any measure, 2019 has been a good year for investors so far, defying many skeptics. Rising corporate profits, increasing dividend payments and declining interest rates have been a favorable combination. Major asset classes are near record levels,…

        福建福彩网官方网站网

        At Bartlett Wealth Management, we constantly strive to demonstrate smart growth, both organically and through strategic mergers and acquisitions. That’s one reason we are pleased to announce Bartlett has been recognized among firms across the nation as one of Barron’s…
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