Barrett Capital Partners

Joseph Barrett is the principal of Barrett Capital Partners in Weymouth, MA, with five years of industry experience. He holds a Series 66 designation and has prior experience at Trust Advisory Group and Advisory Group Equity Services. In addition to his advisory role, he operates an accounting firm, Patrick Barrett CPA PC, where he serves as a controller. Barrett Capital Partners provides investment management, financial planning, and pension consulting services to individual investors and employer-sponsored retirement plans. The firm employs tailored investment strategies documented in client-specific Investment Policy Statements and offers advice on insurance products when appropriate.

Patrick Barrett is a CFP® with 26 years of industry experience and is the principal of Barrett Capital Partners in Weymouth, MA. He has held roles at firms including Advisory Group Equity Services, Trust Advisory Group, and Source Capital Group. In addition to his advisory work, Barrett operates an accounting firm, Patrick J. Barrett CPA, P.C., which he has owned since 1987. Barrett Capital Partners serves individual investors and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm’s investment approach is tailored to client objectives and includes fundamental equity analysis and broad asset allocation across stocks, ETFs, mutual funds, and fixed income.