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09:06
Meet the RIA: Bartlett Wealth Management
Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.
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12:54
Patience, Humility & Discipline Are Key to Long-Term Success, Says Top RIA
Bartlett Wealth Management has been consistently ranked a "Top 100 RIA" by Barron's. CEO Jim Hagerty, CFA shares critical financial planning and investment management considerations, Bartlett’s approach to investing during volatile times, and what we can learn from history about times of geopolitical crisis.
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09:58
Key 2022 Money Considerations from a Top Advisory Firm
The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation. Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA.
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09:03
Time in the Market, More Important than Timing the Market
Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.
