Our Services

Comprehensive Investment Planning - The Barrett Group believes that before you make an investment decision, it's important that we understand where you are today and where you want to be in meeting your investment goals. Using a disciplined process, we will design a custom plan for you. In particular, we offers:

  • Experience in retirement programs including Self-Directed IRAs, Roth IRAs, Simplified Employee Pensions (SEP), Keogh plans, and IRA rollovers.
  • Coordination of recommendations from your attorney, accountant, and other professional advisors.
  • Education-funding analysis to project college costs and estimate the funds you will need to send your child to college.

Asset Allocation - The Barrett Group provides asset-allocation strategies to appropriately balance your portfolio to reflect your need for growth or income. Strategic asset allocation involves looking at the market as a whole and evaluating a wide variety of indicators to determine where investors are going and which assets are likely to perform best based on historical data. Once your strategic asset-allocation review is performed, the Barrett Group will periodically review your investment results and will assist you with rebalancing your portfolio when needed. Asset allocation/investment timing cannot eliminate the risk of fluctuating prices and uncertain returns. Past performance is no guarantee of future performance.

Wealth Preservation - The Barrett Group understands that when it comes to your estate, neglecting your financial future could have a dramatic impact on you and your loved ones. Often, the most effective and economical way to direct your assets and reduce estate taxes is through a trust. Through Wells Fargo Bank, N.A. and Trust affiliates, the Barrett Group can give you access to a wide array of sophisticated trust services. Planning to reduce or eliminate estate-tax burdens on your family is particularly important if your estate's value exceeds $5,450,000 in 2016 and 5,490,000 in 2017. Proper estate planning can use lifetime gifts and trusts to minimize or eliminate your estate-tax liability. With access to sophisticated trust services offered through Wells Fargo Bank, N.A., the Barrett Group can help you address specific situations for your family.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is liscensed to practice law in your state. 

Tax-Advantaged Investments - The Barrett Group offers various investments featuring a wide variety of money-management choices from among some of the leading investment companies in the United States. In addition, we can assist qualified investors with other investments that may be able to provide tax deductions, tax-deferred income, or tax-free income.

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. 

Services for Institutions - In addition to providing investment advice to successful individual investors, the Barrett Group also specializes in counseling Illinois municipalities and fire and police pension funds in the management of their assets.