Estate/Tax Planning

People spend a lifetime accumulating assets and building an estate. We develop strategies to maximize tax efficiency, and ensure the fulfillment of your personal vision.

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.

Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor.
Charles Schwab and Barrett Wealth Management are independent, non-affiliated entities.

This site is for informational purposes only and does not constitute personalized investment advice. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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Estate/Tax Planning

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.