Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Barnes Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, weâre going to get to know you and discuss whatâs most important to you. Weâre going to figure out your goals and the outcomes youâd like to achieve with this money. Weâll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients â everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, weâve helped thousands of families navigate their complex financial needs and guided them through lifeâs major decisions.
As your trusted advisor, weâre focused on adding convenience and simplicity to your lives. We will make sure youâre educated on your investments and how we manage your money â as much or as little information as youâd like.
Whether youâre investing hundreds or millions, at Barnes Wealth weâre about much more than results â weâre about helping you understand where those results have come from and why the strategy works. If youâre tired of the mystery of investing and want to know exactly whatâs happening with your money, schedule an appointment today.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Our team of experienced professionals takes a “hands-on” approach to financial guidance. Not only will you find our staff members knowledgeable, youâll discover they truly care about making your dreams a reality. As your financial professionals, weâll help keep you focused on where you want to go, advise you on how to get there and remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Get in touch today. Your wealth is our focus.
Our experienced team of professionals will develop a personalized plan that gives you the power â and a path â to realize your dreams.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
We have a team of experienced insurance professionals (multiple JDs, CPAs and insurance specialists) who identify risks and provide suitable comprehensive protection planning to mitigate these risks.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.
Barnes Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
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