Bartlett Wealth Management

Angela’s client-driven approach to the financial planning process centers on developing a solutions-based plan tailored to your needs and goals. She focuses on protecting, growing, and preserving wealth at every stage of life and spends time getting to know you before developing a financial plan to enhance your life and legacy. Angela incorporates estate and tax-planning strategies and, when applicable, works hand in hand with other trusted professionals to best serve clients in an efficient, strategic manner. Throughout her process, she recognizes the importance of being flexible as well as adapting to the challenges you may be facing. She focuses on the total experience and will always go the extra mile to add value as a qualified advisor.

From helping to prepare your initial paperwork through ultimately closing the sale on the home of your dreams, you can trust the home finance specialists at RMS have you covered. By providing direct access to a full spectrum of integrated loan processing, underwriting, and direct lending service...

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Worcester, MA area, Caitlin Kerswell will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.