BARRETT WEALTH CONNECTION LLC

Overview

Barrett Wealth Connection LLC is an independent, individually owned registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services and client education through seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements. Investment activity centers on managed discretionary portfolios built primarily with pooled public funds and mutual funds. The firm does not position itself as a capital allocator running proprietary funds; instead it sources third-party managers, including external alternative asset managers, to gain exposure where appropriate. Barrett Wealth Connection does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices