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Bartlett & Co Wealth Management LLC Overview

Type

Multi Family Office

Year Founded

1898

General Information

Bartlett & Co Wealth Management LLC is a multi-family office headquartered in Cincinnati. The firm provides investment management, financial planning, and family office services to high-net-worth individuals and families. With a focus on long-term client relationships and tailored strategies, Bartlett & Co Wealth Management LLC integrates portfolio management, estate planning, and philanthropic advisory—supports clients in preserving and growing wealth across generations.

Contact Information

Website:
https://bartlett1898.com/

Year Founded:
1898

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
600 Vine Street, Cincinnati, OH

Portfolio & Notable Allocations


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