BARRETT WEALTH CONNECTION LLC is a highly reputable financial advisor firm, founded in 2010 and with over a decade of experience. With $500 million in assets under management and a team of 10 experienced advisors, they offer a wide range of services to individuals, high-net-worth clients, families, business owners, retirees, and trusts and estates.
Their services include retirement planning, investment management, estate planning, tax planning, insurance services, and education planning. BARRETT WEALTH CONNECTION LLC operates on a fee-only basis, meaning they are only compensated by their clients and do not receive any commissions or kickbacks, ensuring that their advice is always in the best interest of their clients.
Their team of advisors comes from diverse backgrounds, bringing a well-rounded and multifaceted approach to financial planning. They have a clean record with no disclosures, demonstrating their commitment to ethical and responsible practices. If you're seeking expert financial advice and personalized solutions to reach your financial goals, BARRETT WEALTH CONNECTION LLC is a trusted resource to consider.