Bartlett Wealth Management - Cincinnati

EAt Eukles Wealth Management, we are your partner when it comes to strategies for building, preserving, and protecting your wealth. We offer a full suite of services to help work toward making your financial goals a reality. It doesn’t matter how much money you’re working with or how sophisticated you are when it comes to investing. We meet you where you are, providing analysis of your situation and goals as well as recommendations that prioritize you.

Morgan Stanley Smith Barney is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small-to-medium businesses. Its credit cards unit offers cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.