Photograph by Andrew Doench
At Bartlett, we believe wealth management should be collaborative, relational, and driven by our clients’ unique goals. We recognize many women are seeking a deeper connection with their wealth and crave a wealth advisory team that recognizes their perspectives. That’s why we founded WEinvest™, a collective where women can come together to discuss their concerns, champion their values, and learn together. “What’s really special about WEinvest™ is that it’s driven by our members,” says Bartlett President Holly Mazzocca. “We gather and discuss a variety of topics—building strong families, navigating life transitions, supporting charitable causes—and just this act of being in community with one another makes you realize how powerful women are when we put our talent and our wealth to work and invest in what matters most to us.”
600 Vine St., Suite 2100, Cincinnati, OH 45202, (513) 621-4612, https://bartlett1898.com
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