About Barrows Wealth Management
Founded in 1995, our financial advisors at Barrows Wealth Management offer financial plans designed to suit your goals for retirement, estate planning, insurance, education planning, business succession, income protection, and various special situations.
Our financial planning process begins with a complimentary consultation during which we discuss your goals and concerns to determine how best to advise you, paying close attention to your financial strengths and weaknesses. We’ll gather information about your current situation, and work with you to prioritize your goals. We develop strategies to assist you in achieving those goals and help you implement them at a subsequent meeting.
Of course, your financial planning needs will change over time as your life circumstances do, and we’ll help you adapt or change your arrangements appropriately. Together, we’ll decide how often we should meet to review your portfolio position and ensure that you’re on target to meet your goals.
Our Value Proposition
We provide financial peace of mind to closely held business owners, semi and emerging affluent families who have multiple wealth management needs. Our client focused wealth management includes tax-efficient solutions for clients who wish to accumulate, protect, and transfer their wealth.
Why Choose Barrows Wealth Management?
We will help you look at your money more objectively; examining how it can best help you achieve financial security and independence. We believe that perspective and balance in the financial picture is a critical element to financial success in both good markets and not so good ones.
If objective advice from an unbiased, experienced advisor makes sense for your financial future, let’s talk.
