News Release: 3/1/2016
March 01, 2016
CalmWater Financial in Lexington SC has recently moved to expand their office space within the new Patriot Point business complex.Now located at 947 E. Main St., CalmWater has realized steady growth since it was founded in 1999. Known by many in Lexington as the former Bartlett Financial, the firm now has four Wealth Advisors plus another six on their support team.
Providing personal and comprehensive wealth management to individuals, families and small businesses, CalmWater also provides financial advisory services to about 2400 employees of a Fortune 200 company.
Heath Bartlett, the managing partner, states: “Ours is a deeply experienced and collaborative team that pledges to listen, to develop a plan, to provide insights and to guide clients in the accomplishment of their financial goals. We are honored to play an integral role in the achievement of lifetime and legacy goals of our client families.”
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Ron Bartlett, Wealth Advisor