Broker Check

About Us

Finding Your Fit

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.

Client Centered

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.

Suggested Content

Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More