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Bartlett Wealth Management

Delivering a wealth of support for a multichannel marketing strategy.

Bartlett Wealth Management is in the business of helping clients plan for the future to meet their financial goals. However, the company was increasingly hard-pressed to achieve its own goals for branding, marketing, and strategic communication.


Bartlett and TMC began a close partnership in 2017 to build an outsourced marketing team from scratch. TMC partnered with two local firms, US Digital Partners and Scooter Media Co., to mobilize a lineup of experts who could support all of Bartlett’s needs. 


Our past and ongoing deliverables include:

  • A visual and verbal brand refresh
  • Pitchbooks, PowerPoint decks, and a suite of templates
  • Ongoing marketing support for collateral development and execution
  • Ongoing content support for blog posts, emails, and other needs
  • Media buy oversight
  • Podcast strategy and launch

By serving as quarterback for all three companies, TMC provides the client with a single point of contact for budgeting, strategy development, and execution.


Bartlett’s leadership team has access to a full-service marketing team without added overhead or juggling multiple vendors. They can plan for the future of their firm, knowing they have a partner with the capabilities and bench strength to support their strategic marketing needs every step of the way.

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The challenge.

Bartlett Wealth Management, one of Greater Cincinnati’s oldest and most respected wealth management groups, needed a world-class brand to stay competitive in a rapidly evolving market. But with a limited marketing team, the company was challenged with not just creating a multichannel strategy—but with executing it, too.

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The strategy.

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The results.

TMC coordinates a full-service marketing team to provide Bartlett with holistic marketing support, from brand development to thought leadership to podcasts.

Bartlett Brand Identity
Bartlett Wealth Management Future
Bartlett Wealth Management WEinvest
Bartlett Wealth Management Vision

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