A complete list of active advisors currently associated with Barrett Wealth Management

Warmer can help you find a great advisor at Barrett Wealth Management or one who fits your needs even better.

Barrett Wealth Management provides investment management and goals-based financial planning to individuals, high-net-worth individuals, trusts and estates, as well as to charitable organizations and pension or profit-sharing plans. Services include discretionary portfolio management, retirement plan advice, pension consulting and tailored financial plans that address retirement, tax, estate and cash flow considerations. The firm follows a long-term, value-oriented investment approach that emphasizes minimizing fund and transaction expenses and generally invests in ETFs, mutual funds, equities, bonds, REITs and insurance products including annuities. Portfolio construction begins with an assessment of clients’ risk tolerance, time horizon, cash flow needs and tax considerations, and most accounts are managed on a discretionary basis under a limited power of attorney. Compared with many independent advisers, Barrett’s client mix and service set are notable for including charitable organization accounts and pension/profit-sharing plan clients, and for explicitly offering pension consulting and retirement-plan rollover guidance. The firm requires clients to use its recommended custodian, reports no receipt of soft-dollar benefits or performance-based fees, and provides financial planning alongside investment management without separate hourly charges.

To learn more about the advisors currently working at Barrett Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.