“I think first and foremost it's somebody who wants to serve, who has the serving mind, the serving heart. I think whether or not you're an advisor, you're a support person, we're always serving somebody.” – Anthony Bartlett
As president of Bartlett Wealth Management, Anthony Bartlett and his team leverage deep industry knowledge, time-tested investment strategies, and a passion for serving clients with honesty, clarity, and transparency to turn their clients’ vision into a plan. Don’t miss this brand-new episode of Cambridge Stronger as Anthony explains the “aha” moment he had when navigating some of the different tax and investment strategies that come with the transition to retirement. He also shares his family’s financial experience and how it inspired him to encourage other families to discuss generational wealth.
In Episode 202: Discovering Your “Aha” Moment, Anthony joins Cambridge CEO Amy Webber to discuss:
- His journey from sports medicine to financial services
- How his mom helped him uncover his passion
- What it means to him to truly be independent
About Anthony Bartlett
Anthony Bartlett has been a financial planner for more than 30 years. He graduated from Springfield College in 1985 with a Bachelor of Science degree. Anthony has been elected to many leadership positions in professional organizations, including the National Society of Financial Service Professionals, the Central Massachusetts Society of Financial Services Professionals, and the Montachusett Estate and Retirement Planning Council. He has earned his Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Retirement Income Certified Professional (RICP)®, and Accredited Estate Planner (AEP)® designations.
Anthony is frequently asked to present throughout the country on Business Succession Strategies, Advanced Retirement and Estate Conservation Strategies and, Long Term Care Insurance. He has also conducted seminars for financial planners on Retirement Distribution Strategies for their clients and presented to groups on the various strategies for Social Security income.
Anthony lives in Massachusetts with his wife and three dogs. He loves to spend time in the outdoors.
https://www.bartlettwealth.com/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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