Network·Family Office
📍 CINCINNATI, OH
SEC CRD #801-112635
Home - Bartlett Website Client Login X Start typing and press Enter Access your accounts Use the links below to log into your accounts. Please contact a member of your Bartlett team if you have any questions. Access your client portal Login Login Login Login Our goal is reaching yours See our approach Individuals Families WEinvest™ Business Owners Our experienced advisors are here to simplify your life by plotting a course to wellbeing based on your unique financial picture. Your journey starts here. Wealth Management We bring together professionals in multiple disciplines, including Financial Planning and Investment Management, who work together to design and execute holistic plans customized to your unique needs and to preserve, protect, and nurture your assets. Learn more Family Office Services Family wealth is complex. Bartlett s team of advisors can help by establishing a clear picture of overall wealth, developing a family charter, and creating a unified vision for today and for generations to come. Learn more Business Owner Services We know it s difficult to unravel the knot of personal and business assets. At Bartlett, we focus on helping to integrate and maximize the value of your combined personal and business wealth through our 5 Step Process for Business Owners. While we do this, you can focus on what you do best growing your business. Learn more Institutional Management Bartlett s commitment to the community includes investment management solutions for institutio
SAMUEL GINOCCHIO
CHIEF COMPLIANCE OFFICER
📞 (513) 621-4612
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AUM
$10.3B
Location
CINCINNATI, OH
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