Barrett & Company, Inc is an independent financial advisory firm offering comprehensive wealth management, investment advisory, and financial planning services. With a philosophy centered on client-centric planning and a process-driven approach, the firm aims to empower clients to focus on what matters most to them.
The team combines financial education, meticulous planning, and clear guidance to support clients' families and futures.
Independent firm committed to highest standards of care
Client-centric philosophy focusing on end goals
Process-driven approach with personalized wealth management
Services
Wealth Management
Personalized wealth management services to help clients achieve their financial goals.
Professional investment advisory services to manage client portfolios.
Separately Managed AccountsEmerging Blue Chip StrategyCustomized Portfolio Management
Credentials & Certifications
AIF®
Since 2010
RMA®
Since 2012
CFS®
Since 2015
CIS™
Since 2018
Reviews
Rating
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Reviews
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Frequently Asked Questions
What is the difference between tax strategy and tax prep? +
Tax strategy treats tax planning as a continuous process throughout the year, coordinating with financial and tax professionals to identify efficiency opportunities, while tax prep is the once-a-year filing exercise.
How can parents help adult children buy a home? +
Parents or grandparents can help with a down payment through gifting strategies, utilizing the annual gift tax exclusion and lifetime exemption, and considering qualified opportunity zones or 529 plans.
Should I pay off my mortgage early? +
Deciding whether to pay off a mortgage early depends on factors such as current interest rates, investment opportunities, tax implications, and personal financial goals. A thorough analysis of the trade-offs is recommended.
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