Bartlett Wealth Management | Chicago

Bartlett Wealth Management | Chicago is a wealth management firm in North Chicago, IL, located at 150 S Wacker Dr # 3050. The firm provides financial planning and investment management services to individuals, families, business owners, and institutions. Their approach involves bringing together professionals in multiple disciplines to design and execute holistic plans customized to unique needs, with a focus on preserving, protecting, and nurturing assets. The firm serves clients through a dedicated team model that ensures continuity and care.

The practice offers specialized services including family office support, which includes establishing a clear picture of overall wealth, developing a family charter, and creating a unified vision for generations to come. For business owners, the firm utilizes a five-step process to integrate and maximize the value of combined personal and business wealth. Institutional management solutions are also available for nonprofits and organizations, delivering values-aligned services tailored to specific needs. The team operates with a philosophy of creating comfort in the uncomfortable, easing money anxiety while charting a course to long-term goals.

The Chicago office is staffed by a team of advisors and professionals including Brian F. Antenucci, CFA®, Wealth Advisor and Principal; Timothy A. Back, CFA®, CAIA, Director of External Manager Research; Aaron J. Balch, CFA®, CFP®, Wealth Advisor and Portfolio Manager; Catherine L. Crawford, CFP®, Wealth Advisor and Principal; Robert H. Dearborn, CFA®, CIC, Director, Senior Portfolio Manager; and Justin M. Ellis, CFA®, CFP®, Wealth Advisor and Principal. Other team members include Keith E. Dershem, CFP®, AEP®, Wealth Advisor and Business Development Lead; Kayla C. Deyer, CFP®, ChFC®, CRPC®, CPFA®, Wealth Advisor; Jonathan G. Finkler, Head of Fixed Income Services; and Holly H. Mazzocca, President, CFP®, CAP®. The staff also includes client relationship associates, investment associates, compliance associates, and administrative support.

The business holds a 5.00 rating based on customer reviews, reflecting a positive standing among those who have engaged with their services. This high rating underscores the satisfaction of clients with the firm's approach to wealth management and their commitment to developing meaningful relationships.

Bartlett Wealth Management | Chicago combines its team of credentialed advisors with a client-centric philosophy to deliver comprehensive financial planning and investment management services in the Chicago area.

The firm is located at 150 S Wacker Dr in North Chicago, situated near public artworks numbered 100 and 150. It is about a tenth of a mile from South Lower Wacker Drive and Union Station/Willis Tower.

BizScoreAI gives the business a Technical score of 83 out of 100, which ensures the website is secure and indexable so search engines can read it without errors. The Discoverability score is 75 out of 100, meaning AI crawlers can access every page, allowing AI assistants to recommend the business.