Bartlett Blog 2024 Strategy Update – A Grounded Perspective

This year, Bartlett Wealth Management hosted our annual Strategy Update and our theme was a “Grounded Perspective.” In our event series moderated by President & Wealth Advisor Holly Mazzocca, our Bartlett panelists Justin Ellis, Jonathan Finkler, and Jason Katz provide their insights on areas on the industry that are “same as ever” and elements that... The post 2024 Strategy Update – A Grounded Perspective appeared first on Bartlett Website.