Bartlett Wealth Management

At Bartlett, we are proud to spend the time to develop meaningful relationships with our clients - and with each other. Our dedicated team approach means that our clients can expect continuity and care from their Bartlett team. Above all, we operate with the goal of giving clients the best experience we can.

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At Bartlett, we let our values guide our work. For over 125 years, we have served clients by listening generously to their needs and creating comfort within our process. When you partner with Bartlett Wealth Management, you’ll have a dedicated advisory team that adapts to suit your unique goals.

Our experienced advisors are here to simplify your life by plotting a course to wellbeing based on your unique financial picture.

People have goals. Wealth has a purpose.

Through our wealth management solutions, we help you create a strategy that puts your dreams front and center. We explore your individual needs, build the right plan, then execute that plan over the long-term.

'What “wealth management” means for you

We bring together professionals in multiple disciplines — financial planning and investment management— who work together to preserve, protect, and nurture your assets.

Our financial planners work to develop a comprehensive understanding of you in order to build a roadmap to the future you want.

We’ll take into account your retirement goals, charitable intentions, life transitions, and more to execute a dynamic plan that works for you and your family.

Investing that’s driven by the “why” of your goals

With an eye toward protecting your wealth and preserving it for the future, we act as your fiduciary stewards. By focusing on your objectives, our wealth management team develops customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results.

Our Team

Chad D. Kolde, CPA, CFE, Chief Financial Officer & Chief Operating Officer, Principal

Kimberly A. Geary, Chief Compliance Officer

Kim has over 30 years of experience in the investment industry. Over the span of her career, she has served in many management roles ranging from Finance & Wealth Administration to Operations and Regulatory Compliance. Kim earned a Bachelor of Science degree in Business Administration, cum laude, from the University of Illinois.

As a Chicago native, Kim has always enjoyed the city’s unique mix of world-class culture and Midwestern hospitality. She and her husband are recent empty-nesters with plans to travel more and rediscover old interests and hobbies.