About Us
The Barrett District was formed over ten years ago and immediately begin building a model that would revolutionize the way we address our clients’ financial needs and well-being. We look to build a plan tailored to your goals and provide lifelong financial guidance.
As fiduciaries, we are held to the highest standard to our clients to ensure we conduct extensive due diligence, research, and analysis to take the best steps forward for you.
There are three pillars that create financial independence: the accumulation, protection, and distribution of your wealth. Whether your situation provides unique planning, or you just have a few questions to better understand your own finances, we are here to help.
Jonathan Barrett CFP®
Founder, CEO and Managing Partner
Heather Aguinaldo
Executive Assistant
Stephen Blazjewski CFP®
President Diversity and Inclusion
Jerome Kovach
Director, Athlete and High Net Worth Specialist
Justin Branch
Client Management Director | President Special Needs Division
Our Services
Financial Planning
Having goals and creating a plan is the first step in our process. College planning, legacy planning, home purchase, risk management or saving for the future, developing your plan is integral to your success.
Investment Management
Our portfolio strategies offer a full range to meet you needs. If it's asset accumulation, tax mitigation strategies, protection or distribution, we will work together to build your strategy.
Planning for Retirement
Everyone has a goal of financial independence that is unique to them, we help you design that road map so your dreams are achievable.
Solutions for Family Protection
No one can ever be emotionally prepared for tragedy, but we can help you and your family be financially secure in all scenarios.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Headquarters
Woodbridge, NJ 07095