Business Services

Focused on helping businesses

Meet our experienced team

Led by Brad Croall CEBS^®,CRPC^® and Doug Gower, QKA, CRPS^®, AIF^®, our Business Services Team brings over 20 years of combined experience working with small, mid and large retirement plans across various industries throughout the country.

Together they focus on helping businesses and Plan Sponsors review, implement and enhance their retirement plan offerings.

Brad Croall, CEBS^®
Financial Planner

Learn more about Brad

Brad Croall is a Certified Employee Benefit Specialist® with over ten years of retirement plan experience. Brad earned his bachelor’s degree in Business Administration from the University of Massachusetts Dartmouth.

In addition, Brad served the City of Quincy as Ward 2 City Councilor from 2012 through the end of 2020. Brad maintains his FINRA Series 6, Series 7, and Series 63 securities licenses and is an Investment Advisor Representative.

Doug Gower, QKA, CRPS^®,AIF^®
Director of Retirement Service

Learn more about Doug

Doug Gower is a Qualified 401(k) Administrator, Chartered Retirement Plans Specialist®, and Accredited Investment Fiduciary®, with over ten years of retirement plan experience. Doug earned his bachelor’s degree in Accounting and Finance with a Minor in Organizational Leadership from Southern New Hampshire University. In addition, Doug maintains his FINRA Series 6, 7, 63 securities licenses and an Investment Advisor Representative.

How we help with your business’s retirement plan

The Retirement Services Division is focused on creating and maintaining high-quality retirement programs for corporate, non-profit, and Taft-Hartley organizations.

We are committed to making sure that as a business owner, non-profit director, or fund counsel, your retirement plan helps attract and retain high-caliber employees.

We ensure plan participants and members have the education and resources they need to prepare for a successful retirement, as well as an experienced advisory team they can contact at any time, with any questions they may have.

Consulting

Governance

Investments

Administration

Check the background of investment professionals on FINRA’s BrokerCheck.

Bartlett Wealth Management

One West Boylston Street Suite 202 Worcester, MA 01605

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Email: Bartlett Wealth Management

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Phone: (774) 420-7575

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Fax: (508) 546-8111

Broker Check

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.

Bartlett Wealth Management