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.
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.
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.
Learning and Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.