LeadIQ logo
Learn more at LeadIQ.com
Bartlett Wealth Management logo

Bartlett Wealth Management Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Bartlett Wealth Management is a financial services firm operating in the investment management sector, based in Worcester, Massachusetts. The firm emphasizes a retirement-focused approach that pairs accumulation strategies for goals such as home purchase, college funding, vacations, emergencies, and retirement with a structured distribution plan, allocating savings into separate phases to meet future needs. Its service model centers on candid guidance and comprehensive financial analysis, aiming to help clients grow their assets while protecting wealth and addressing short- to long-term financial requirements. The company serves individuals seeking proactive, plan-driven management of their personal finances and retirement asset distribution, positioning itself among mid-sized wealth management firms. The business operates as a registered investment adviser and broker-dealer-affiliated practice, with its client outreach and advisory framework supported from its location in the Worcester region. In recent context, it shares professional alignment with other established wealth management firms, reinforcing its role within a broader investment management ecosystem.

Find Bartlett Wealth Management employees' phone numbers or email addresses

Bartlett Wealth Management Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

Bartlett Wealth Management's Leadership

  • Chief Information Officer at Bartlett Wealth Management
    A. C.
    Chief Information Officer
    Mobile Phone
  • Chief Financial Officer at Bartlett Wealth Management
    T. R.
    Chief Financial Officer
    Mobile Phone
  • Head Of Training at Bartlett Wealth Management
    E. R.
    Head Of Training
    Mobile Phone
  • Owner at Bartlett Wealth Management
    C. S.
    Owner
    Mobile Phone
  • Portfolio Manager, Director Equity Research at Bartlett Wealth Management
    M. R.
    Portfolio Manager, Director Equity Research
    Mobile Phone
  • Associate Marketing Manager at Bartlett Wealth Management
    M. H.
    Associate Marketing Manager
    Mobile Phone
  • Marketing Manager at Bartlett Wealth Management
    M. S.
    Marketing Manager
    Mobile Phone
  • Principal at Bartlett Wealth Management
    H. P.
    Principal
    Mobile Phone

Bartlett Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Other

Contact profiles from Bartlett Wealth Management

Name
Title
Contact
Location
Last Update
  • Wealth Advisor at Bartlett Wealth Management
    K. D.
    Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Wealth Advisor at Bartlett Wealth Management
    M. M.
    Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Network Admin at Bartlett Wealth Management
    N. B.
    Network Admin
    Mobile Phone
    Oct 23, 2024
  • Financial Planning Associate at Bartlett Wealth Management
    N. D.
    Financial Planning Associate
    Mobile Phone
    Oct 17, 2024
  • Financial Planning Associate at Bartlett Wealth Management
    S. L.
    Financial Planning Associate
    Mobile Phone
    Oct 16, 2024
  • Associate at Bartlett Wealth Management
    T. M.
    Associate
    Mobile Phone
    Oct 17, 2024
  • Investment Advisor at Bartlett Wealth Management
    T. S.
    Investment Advisor
    Mobile Phone
    Oct 23, 2024
  • Retired at Bartlett Wealth Management
    C. G.
    Retired
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Bartlett Wealth Management known for?

Minus sign iconPlus sign iconBartlett Wealth Management was founded in 2017 and operates in the Investment Management industry. Explore Bartlett Wealth Management's company overview page for more information.

What is Bartlett Wealth Management's most common email format?

Minus sign iconPlus sign iconBartlett Wealth Management employees' email format typically follows the pattern of FLast@bartlettwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Bartlett Wealth Management email formats with LeadIQ.

How many employees does Bartlett Wealth Management have currently?

Minus sign iconPlus sign iconBartlett Wealth Management has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bartlett Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Bartlett Wealth Management's key employees include:

  • Chief Information Officer: A. C.
  • Chief Financial Officer: T. R.
  • Head Of Training: E. R.
  • Owner: C. S.
  • Portfolio Manager, Director Equity Research: M. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.