Barrett Wealth Management

Overview

Barrett Wealth Management operates as an independent registered investment adviser organized as a corporation and serves individual, family and institutional clients. The firm is fee-based, charging a percentage of assets under management, and emphasizes discretionary portfolio management alongside financial planning and pension consulting for individuals and small businesses. Investment activity is centered on pooled public funds — mutual funds and similar vehicles — which make up the bulk of client portfolios. Barrett Wealth Management is not an active ESG investor and does not position itself as a multi-state adviser or capital allocator; instead it relies on third-party managers where appropriate and on its own advisory teams for day-to-day portfolio decisions. The firm’s practice mixes financial planning with managed portfolios, which suggests a focus on providing ongoing investment management rather than single-event planning. Pension consulting and small-business portfolio services indicate experience with retirement- and income-oriented solutions, while the firm’s use of annuities points to a readiness to incorporate guaranteed-income products for suitable clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices