Barrett Wealth Management is an independent, fee-only Registered Investment Advisor, with a fiduciary responsibility to always act in the best interests of our clients. We do not sell any products or accept commissions, and have no conflicts of interest. The result is an unbiased relationship you can trust.
Our services include comprehensive investment management and financial planning for high net worth individuals, business owners, trusts, estates and charitable organizations.
We also provide corporate retirement plan solutions as a 3(21) and 3(38) fiduciary, including 401(k), 403(b), profit-sharing, and defined benefit plan design and management.
We invite you to learn more by contacting us toll-free at (800) 959-5025.