KD

Kelley Downing

President & CEO

Bartlett Wealth Management

Cincinnati, Ohio


Contact Information

Email
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Company Information

Company
Bartlett Wealth Management
Industry
investment management
Employees
130.0
Seniority
C suite
Annual Revenue
26000000.0

Technologies

ZoneEdit Outlook VueJS Mapbox Hubspot Barracuda Networks Bootstrap Framework CallRail DoubleClick Conversion WordPress.org Google Analytics Google Tag Manager Mobile Friendly Shutterstock Gravity Forms reCAPTCHA DoubleClick Google Dynamic Remarketing Vimeo Basis Reviews Remote AI

Keywords

wealth management investment advisory retirement planning financial planning business owner services personal wealth integration family office services holistic financial planning customized investments financial strategy goal setting asset protection legacy planning charitable giving fiduciary services client relationship management multigenerational services community engagement financial resources individualized service women in finance mission-aligned investment complex financial decisions portfolio construction performance analysis financial analytics client-centric approach fiduciary duty investment diversification liquidity management wealth preservation financial advisors risk assessment tax planning financial literacy personal finance wealth transfer client retention community impact corporate responsibility financial education investment philosophy financial wellbeing trust & transparency market insights research & analysis dedicated advisors customized financial solutions investment advice investment management financial services capital markets

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