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, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll 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 – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Barnes Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s 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, you’ll discover they truly care about making your dreams a reality. As your financial professionals, we’ll 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 – and a path – 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.
When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize.
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Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.
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These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar
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We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
Read MoreWhile there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.Read more
The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.Read more
