Bartlett Wealth Management
3500 Michigan Ave, #51
Cincinnati, OH 45208
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I work with a wide range of clients assisting with retirement, inheritance, family gifting, tax strategies, asset allocation, spending policy, and portfolio management. I have responsibility for managing important client family relationships. I am also a Chartered Financial Analyst (CFA).
About My Practice
Bartlett Wealth has been in business since 1898. We are highly regarded in our region for being sound advisors, planners and investment managers. We do advanced financial planning and portfolio management. We have three approaches to investing: individual securities, active mutual funds, and passive (index) mutual funds and ETFs.
About Woodrow Uible
My early years of growing up were on a farm just north of Cincinnati with eight siblings. My mom managed us at home and my dad managed his law practice. I attended the University of Cincinnati. After graduation, i started my career in the trust department of a bank analyzing common stocks. I joined Bartlett in 1980 and have been immersed in all phases of the investment management and advisory business since then. I volunteer for various community organizations and I'm currently board chair of Interact for Health. I have three children and five grandchildren. They live in Chicago and New York City.
Clients include various professionals and doctors and those with inherited wealth. Ages range from the children of clients who may be in there late teens to others in their 90's. In several situation, i have worked with several generations of the same family. Its about an even split between men and women. Portfolio size can range from a few thousand dollars to over $50,000,000. Most of the accounts on the lower end are parts of larger relationships.
My work with multiple generations over several decades led to my interest in life planning. As i became more knowledgeable about a family's culture, values and goals it was a natural fit for me. I found that the trust engendered over many years allowed me to have conversations and give advice outside of purely financial matters.
Most of our fees are based on assets under management. However, in life planning engagements we propose a fee based on the scope of the engagement.
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