Welcome to the Bartlow Slone team!

We take the fear out of the unknown by educating, motivating & empowering our clients to implement a plan for a lifetime of financial security.

Our team offers a personalized approach to financial planning. We will help you identify and prioritize your financial goals, and then develop a customized, comprehensive action plan with strategies that align with your values.

Clients tell us:

  • We are forward-thinking
  • We offer guidance that allows peace of mind
  • We offer actionable insights
  • We are honest and trustworthy

We'd love to hear from you!  Please call Raquel Smith at 925-296-5411 to set your appointment.


 

Kristin Adelson Bartlow, CFP®, CLU®, RICP®, CLTC®, ChFC®

Wealth Management Advisor

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Save Smarter: The Truth About Your 401K

Don’t put all your eggs in one basket. Get the facts in this free guide.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck