Barrett Wealth Connection LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$142,464,109
Clients
163
Advisors
3
across 2 offices
About
Barrett Wealth Connection LLC serves individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans, foundations, and not‑for‑profit organizations, delivering wealth management, ongoing financial planning, and retirement‑plan advisory services. The firm also provides educational seminars and participant workshops on topics such as diversification, asset allocation, college planning, and divorce planning.
The firm develops a written Investment Policy Statement for each client and generally manages assets on a discretionary, buy‑and‑hold basis informed by fundamental analysis, with occasional tax‑loss harvesting. Accounts are monitored at least quarterly and investments are typically limited to mutual funds, equities, bonds, ETFs, REITs, and insurance products to construct diversified portfolios aligned with client risk tolerances.
Distinctively, Barrett Wealth Connection offers its educational seminars at no charge, a service that is uncommon among similarly supported firms and is integrated into both plan participant education and individual client outreach. The firm relies on a third‑party provider for trade processing, fee collection, reporting, marketing assistance, and research under an ongoing contract and succession agreement, and pays that provider a portion of its gross management fees (capped at 25%), and it generally accepts new clients on a discretionary basis.
Client services
Expertise
Fee options
Maximum monthly fee for continuing financial planning services is $300
$1 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually Over $5,000,000+: Negotiable
$300 per hour for financial planning services
Account minimum: $625 per quarter account minimum fee (may be waived by advisor) Minimum fee: $625 per quarter account minimum fee which may be waived based on client needs and complexity Fee-only: Wealth management fees, financial planning fees (hourly $300, max monthly $300), retirement plan fees based on plan assets percentage (negotiable)
Main office
See office2002 Holian Drive, Suite 104
Spring Grove IL 60081
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Illinois · Texas · Wisconsin
Also doing business as
Barrett Wealth Connection · Barrett Wealth Connection LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rachel B
Series 65
Golden, CO
Barrett Wealth Connection LLC
Rachel Barrett is a financial advisor at Barrett Wealth Connection LLC in Golden, CO. She holds a Series 65 designation and has been with the firm since 2020. Barrett Wealth Connection serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, with an emphasis on educational seminars offered at no charge.
Amy B
CFP®, CFA®
Spring Grove, IL
Barrett Wealth Connection LLC
Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.
Victoria D
CFP®, CFA®, Series 63
Spring Grove, IL
Barrett Wealth Connection LLC
Victoria Dorgan is a CFP® and CFA® with 21 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience working with firms such as Raymond James Financial Services and Keating Financial Advisory Services. Outside of her advisory role, she is active as a professional speaker on general financial education topics and volunteers with organizations including the Women's Literacy Society, the Women's Board of the Ravinia Festival Association, and Rotary Chicago Financial District. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm offers wealth management, ongoing financial planning, and retirement-plan advisory services, with an investment approach centered on discretionary, buy-and-hold strategies guided by fundamental analysis and diversification.
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