Bartlett Wealth Management


A message from

James Hagerty

CEO, Wealth Advisor, Principal, Bartlett Wealth Management

Bartlett has always been forward-thinking, and as our management team looks at the firm’s long-term future, we see additional opportunities for continued growth and enhancement of our services, people, tools, and technology with this partnership. With access to Focus’ value-added resources and capital, we can secure a smooth path of succession for our company and our talented next generation leaders while providing continuity for our clients, ensuring they receive the same outstanding service they’ve always enjoyed from our team.

Learn more about Bartlett Wealth Management