About the Episode:

“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.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC