Barrett Wealth Connection LLC

Barrett Wealth Connection LLC serves individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans, foundations, and not‑for‑profit organizations, delivering wealth management, ongoing financial planning, and retirement‑plan advisory services. The firm also provides educational seminars and participant workshops on topics such as diversification, asset allocation, college planning, and divorce planning.

The firm develops a written Investment Policy Statement for each client and generally manages assets on a discretionary, buy‑and‑hold basis informed by fundamental analysis, with occasional tax‑loss harvesting. Accounts are monitored at least quarterly and investments are typically limited to mutual funds, equities, bonds, ETFs, REITs, and insurance products to construct diversified portfolios aligned with client risk tolerances.

Distinctively, Barrett Wealth Connection offers its educational seminars at no charge, a service that is uncommon among similarly supported firms and is integrated into both plan participant education and individual client outreach. The firm relies on a third‑party provider for trade processing, fee collection, reporting, marketing assistance, and research under an ongoing contract and succession agreement, and pays that provider a portion of its gross management fees (capped at 25%), and it generally accepts new clients on a discretionary basis.