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joshbarrett

Personal Details
First Name: 
Josh
Last Name: 
Barrett
Licensed Title: 
Financial Advisor
Phone: 
585-383-5555
Fax: 
800-959-5307
Toll Free: 
800-959-5025
Organization Details
Organization Name: 
Barrett Wealth Management
Organization Description: 

Barrett Wealth Management is a fee-only Registered Investment Advisor, with a fiduciary responsibility to always act in the best interest of our clients. We do not sell any products or accept commissions, and have no conflicts of interest.

Our services include comprehensive investment management and financial planning for high net worth individuals, business owners, trusts, estates and charitable organizations.

Barrett Wealth Management also provides complete retirement plan solutions, including 401(k), profit-sharing, and pension plan design and management.

We invite you to learn more by contacting us toll-free at (800) 959-5025.

Client Login URL: 
https://client.schwab.com
Office Location
Office Name: 
Barrett Wealth Management
Street Address: 
70 Linden Oaks, 3rd Floor
City: 
Rochester
State/Province: 
NY
ZIP/Postal Code: 
14625
Country: 
United States
Disclaimer
Disclaimer: 

Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.

Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor.
Charles Schwab and Barrett Wealth Management are independent, non-affiliated entities.

This site is for informational purposes only and does not constitute personalized investment advice. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Phone: 585-383-5555
Fax: 800-959-5307

Email: info@barrettwm.com

70 Linden Oaks, 3rd Floor, Rochester, NY 14625

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Schedule an Appointment

 

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Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.

Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor.
Charles Schwab and Barrett Wealth Management are independent, non-affiliated entities.

This site is for informational purposes only and does not constitute personalized investment advice. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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