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

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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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