The proper allocation of investments plays a key role toward achieving financial independence. We provide discretionary investment management, tax loss harvesting and portfolio rebalancing, giving you the freedom to enjoy the most important things in life.
Are you a business owner, trustee or plan fiduciary seeking to evaluate your company's qualified retirement plan? As a 3(21) and 3(38) fiduciary, we will prepare a complimentary analysis to ensure that you're providing the best possible plan to your employees.
Many business owners are understandably focused on the growth of their business and their family, while sometimes overlooking the importance of succession planning. Let us work together to develop a plan that protects the long-term stability of your business.
We have been serving the unique needs of nonprofit organizations and religious institutions for over a decade. Our endowment management and strategic planning services can help you carry out your mission and ensure the sustainable growth of your organization.
Why Work With Us?
As an independent, fee-only Registered Investment Advisor, we have a fiduciary responsibility to always act in your best interests. We do not sell any products or accept commissions, and have no conflicts of interest. The result is an unbiased relationship you can trust.
Securities offered through TD Ameritrade Institutional, Division of TD Ameritrade, Inc., Member FINRA/SIPC.
Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor. TD Ameritrade 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.