Episode from the podcastPrinciples of Wealth

A Multigenerational Approach

Released Tuesday, 28th June 2022

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A Multigenerational Approach

Tuesday, 28th June 2022

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Holly is joined by three generations of Bartlett advisor: Mike Cambron, Laura Humphrey, and Catherine Miller. Mike, Laura, and Catherine provide insight into their roles in the firm and the clientele they work with. From matriarchs and patriarchs to grandchildren or great-grandchildren, these three advisors have a unique role to play. After, Holly will reflect on some exciting news for Team Bartlett - winning the number one spot in the Enquirer’s 2022 Top Workplaces. Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management

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From The Podcast

The path to pursuing your financial goals is not a straight one… it comes with twists and turns, unexpected roadblocks, and even a few pleasant surprises along the way. Holly Mazzocca, president of Bartlett Wealth Management, helps you navigate the course by providing stories and insights that you can apply to your own unique path. Join Holly to dive into conversations that cover current dynamics in the financial markets, retirement planning, charitable giving that aligns with your values, passing wealth on to future generations, business transitions, and so much more as you explore the many transitions your personal wealth journey will take over time.

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