Wealth Management

We offer high-net-worth individuals and families, trusts, and non-profit institutions independent thinking and wealth solutions tailored to their increasingly complex financial lives.

As wealth evolves and times change, new issues and opportunities make wealth planning increasingly important. Barrett strives to help its clients pursue what is most important to them through a comprehensive approach that is built around their challenges and objectives.

Our clients rely on us for our expertise and objectivity—they rely on us to be their advocate in an ever-changing landscape. We work to understand and appreciate the complexity each client faces at the intersection of their wealth and the many other important facets of their lives. We pursue this goal through a disciplined process where we work closely with each client, as well as with their other trusted advisors, such as their lawyer and accountant, to develop an overview of the client’s wealth, their situation and objectives. From this, we help create a plan—a comprehensive view that helps serve as a foundation for the advice to address and solve our clients’ challenges. As clients’ goals change, we adjust and adapt to guide next steps.

“Act as if what you do makes a difference. It does.”

—William James

We work to gain a 360° view of each client. Our integrated, multi-disciplined team is focused on aligning investment strategies, research and wealth solutions with a client’s financial objectives and, more broadly, with their life’s goals and aspirations. We seek to understand their priorities, including:

  • Investment Objectives
  • Cash Flow and Budget Planning
  • Tax Management Strategies
  • Retirement and Executive Compensation Planning
  • Multi-Generational Strategies
  • Philanthropic and Charitable Giving
  • Trust and Estate Planning

Independent. Customized. Focused.

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