Spring Grove, IL Office
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Barrett Wealth Connection LLC
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Firm-wide stats for Barrett Wealth Connection LLC
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.
Based on Barrett Wealth Connection LLC
Expertise
Based on Barrett Wealth Connection LLC
Location
2002 Holian Drive, Suite 104
Spring Grove IL 60081
Advisors at this office
2
Advisors at this office
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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