We strive to serve our clients throughout the wealth management process
by building deeply trusted relationships that last for generations.
Simplify your life with comprehensive financial planning
and investment management services.
Contact us today for a complimentary, no-pressure consultation.
As an independent, fee-only Registered Investment Advisor, we have a fiduciary responsibility to always act in your best interests. We do not sell any products or accept commissions, and have no conflicts of interest. The result is an unbiased relationship you can trust.
From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources. Sure, it may seem OK to overshoot a goal, but if resources are used in the wrong way – too inefficient, too costly, not the right kind of risk – it may undermine the long-term prospects of achieving it. And you want to avoid undershooting a...
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to start with some deep introspection about what having wealth really means.
When the idea of...
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare.
Medicare Part A generally covers hospital and...
We take pride in updating our clients with the latest industry trends.
Phone: 585-383-5555
Fax: 800-959-5307
Email: info@barrettwm.com
70 Linden Oaks, 3rd Floor, Rochester, NY 14625
© 2026 Barrett Wealth Management. All rights reserved.
