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.