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
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.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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

Bartlow Wealth Management, Financial and Insurance Services

2121 N California Blvd
Suite 620
Walnut Creek, CA 94596-7350
  • Fax 925-296-5411

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If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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