About Us

• YOU FIRST
  Listening Before Acting
  
  Just as you would never dream of building a home without a blueprint, we start our relationship by building a financial plan designed for your success. We begin the planning process by listening to understand your hopes, dreams, and fears. We share our ideas to help you refine your goals. We find distinct solutions to address the financial complexities in your life and keep those solutions relevant to you over time. After your customized plan is built, we implement it using academic-based investing techniques to reach your selected balance between growth and risk. We strive to deliver peace of mind by listening to you and meeting your needs.
  
  Implementing Your Plan
  
  While Wall Street and the majority of financial advisors focus on chasing the latest top-performing stocks or mutual funds, Barrett Wealth Connection takes an academic-based approach. Our investment philosophy is based on Nobel Prize-winning academic research that explains how markets really work and demonstrates how to invest in a smarter way. We construct portfolios based on years of academic study rather than on the latest "sales idea." By using globally diversified, passively managed, indexed and structured mutual funds, we maximize your opportunity to capture the return of each asset class. Portfolios are strategically rebalanced to provide risk control and opportunity for increased return. The results are greater portfolio return consistency, lower investment costs, and improved tax-efficiency. Furthermore, your investments are held with a custodian of your choice, providing clarity and a level of comfort.
  
  
  ONGOING SERVICES
  Integrating Financial Affairs
  
  Our services do not stop after delivering your financial plan and implementing the investments. Much more work remains to be done, and many questions will arise to be answered. Our personalized consulting services help guide your tax and estate planning. We help with risk management and efficient use of insurance. We answer questions regarding education, Social Security, cash-flow planning, and much more. Our door is always open!
  
  Standing Out From the Crowd
  
  You will notice the difference from the very first time you contact Barrett Wealth Connection. While most advisors sell their investment prowess, we talk about your needs and dreams. We get to know you before making even one recommendation. You can enjoy knowing that we dedicate to the task as much time as needed and act in a Fiduciary capacity—putting you first. We connect you to the right people and resources. Your situation is unique, which is why we customize a solution just for you. Most importantly, our attention to detail allows you to focus your time on other important matters in life.