Team
Left to right: Michelle Ross, Brett Agnew, Kristin Bartlow, Adrienne Conrad, Joann O'Shea and Kevin Rinow

Welcome to BARTLOW WEALTH MANAGEMENT, FINANCIAL AND INSURANCE SERVICES!

Our mission is to take the fear out of the unknown by educating, motivating and empowering our clients to implement a plan for a lifetime of financial security.

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 put their interests first

Our Financial Planning Approach

With our team, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

  • Building wealth for the future
  • Creating tax efficiencies with your existing plan
  • Designing a Retirement Income Strategy

Bartlow Wealth Management Newsletter

Bartlow Wealth Management publishes a periodic newsletter titled “2 Cents” wherein we discuss current planning topics. Our clients have found these very timely insights of great value, allowing them to gain deeper knowledge about the markets and economy as well as how our team manages wealth for long-term financial success. You’ll find past editions by clicking on the Insights From Our Team link under Resources above.


Forbes 2020 Top Women Wealth Advisor logo

We have one of the best teams around

Forbes has recognized Kristin Bartlow as one of the top wealth advisors in the country. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.

Kristin Adelson Bartlow, CFP®, CLU®, RICP®, ChFC®, WMCP®
Wealth Management Advisor


Bartlow Wealth Management, Financial and Insurance Services

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck