Bartlett Wealth Management

Firm Overview


Bartlett Wealth Management is an independent Registered Investment Advisory (RIA) firm with offices in Cincinnati and Chicago. At Bartlett, our team of financial planners, investment management specialists, research analysts, operational staff, and client support associates work together to preserve, protect, and nurture our clients’ assets and to design and execute holistic plans customized to their unique needs.

Services and/or products

Bartlett offers financial planning services, investment management, wealth management, and family office services to our clients. Our advisors work with clients to identify what services will best complement their goals and needs. As an RIA, Bartlett operates using a fiduciary standard of conduct which holds the firm and its advisors to the highest standard of conduct.

Past/current involvement with the Goering Center

Several of Bartlett's wealth advisors have appeared at sessions as guest lecturers and have frequented the Goering Center's events and roundtables.

Contact Information

Primary contact: Jason Katz, CPA, CFP®, CEPA
600 Vine Street, Suite 2100
Cincinnati, OH 45202