A team united by purpose to serve our clients and their families.
Our Story
Anthony Bartlett grew up in a middle-class family with parents who were both educators. When his parents retired in the 1990s, he was a new financial planner. He sat with his parents to review their financial situation and retirement plans.
They were smart people – his father was a college professor with a Ph.D. – but unfortunately, while busy raising a family, they weren’t able to prioritize saving and investing. Although they did manage to put some money away, that money was needed to address emergencies that came up over the years.
For Anthony’s parents and many others, “life happened” and time flew by so fast that before they knew it, retirement was just around the corner, and their savings were at risk of being insufficient to meet their retirement needs.
Today, without a plan, people can live longer than their savings. We won’t let that happen to our clients. At Bartlett Wealth Management, we are dedicated to helping our clients turn their hopes and wishes into a strategic plan for a comfortable retirement.
That is our passion … why we do what we do.
Our Team
Shepard Allen
CFP®, CRPC, CRPS
Financial Planner
Anthony Bartlett
ChFC®, CASL®, RICP®, AEP®
Financial Planner, CEO
Kathy Bartlett
Internal HR & Licensing
Andrew (Andy) Bauer
CFP®
Wealth Manager
Daniel Dalton
ChFC®, CLU®, CASL®, MBA
Financial Advisor
Gary Geraci
MBA
Financial Advisor
Doug Gower
AIF®, CRPS®, QKA®, CPFA®
Director of Retirement Plans &
Financial Advisor
Jonathan Gruber
AAMS® , AIF®, RICP®
Financial Advisor
Donna Johns
MBA
Financial Advisor
Keith Lewandoski
Financial Advisor
Dylan Martino
Trade Desk Specialist &
Sr. Project Manager
Lee Ann Nault
CPA
Financial Advisor
Helen Oliveria
Team Dalton Practice Manager
Shelly Wilde
Director of Business Processing
Andrew Waring
Chief Operating Officer
Affiliated Offices
Bartlett Wealth Management is part of the Libre Advisor Network along with these affiliated offices.
Blue Line Financial
First responders to your financial future.
Founded by Tom Parlon, MBA, RICP®, a third-generation Boston Police Officer, Blue Line Financial provides financial planning services for police officers and their families. For over 20 years, we’ve helped the First Responder community plan for retirement. We know we can do the same for you and your family just like we did for ours.
ForePoint Retirement
Founded by Brad Croall, CEBS, ForePoint Retirement focuses on retirement plan consulting and financial planning practice focused on developing the correct solutions for clients.
Planning for Good
WEALTH STRATEGIES WITH HEART
Founded by Karen Melo Ticas, CFP®, RICP®, WMCP®, Planning for Good provides comprehensive financial planning for pre-retirees, retirees, businesses, blended families, and the LGBTQ community.
Wyman Financial Group
Founded by Barry S Wyman, CFP®, Wyman Financial Group provides comprehensive financial planning for individuals, businesses, and their families.
Check the background of investment professionals on FINRA’s BrokerCheck.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Bartlett Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.