Our Firm

At the Barrett Group of Wells Fargo Advisors, we believe that successful client relationships begin with listening and that every client should consider three things: time horizon, goals and tolerance for risk. Once we understand what those are for you, our approach becomes as individual as you are. Together, we will set about developing an investment strategy or, if need be, refining an existing one. Working as a team, with signs set on the goal, we can build toward the future you have in mind.

The Barrett Group was founded to provide a distinctive blend of professional Investment Counsel and comprehensive wealth management services to a select group of clients. We focus on serving successful individuals and their families. We also provide financial services for fiduciaries and public pension funds.

Collectively, the professionals of the Barrett Group have over 100 years of experience in helping clients pursue their investment goals with sound financial strategies. As part of our private client services, we provide comprehensive investment planning, retirement-plan analysis, objective research and screening and portfolio-management services

Utilizing the resources of one of the nation's largest brokerage firms, we use advanced technology and conservative investment products and services to help our clients pursue their financial dreams throughout their lives.

Anyone can be a good captain while the boat is in the harbor, but it is in more volatile conditions that the best captains prove their worth. Likewise, we have found that our experience has served our clients well in the ups and downs that affect every stage of their financial lives - from investing to saving for a child's education to planning for retirement.