Barrett & Company

The firm provides a combination of panoramic financial planning and personalized wealth management. Its process-driven approach pieces together all aspects of a client's financial situation to create a cohesive plan, then manages assets toward the client's defined goals.

As an independent firm, Barrett & Company is not tied to a parent bank or broker-dealer, which it states allows for a focus on client stewardship and the highest standards of care. This structure is meant to remove conflicts of interest in product selection and advice.

The firm's sole disclosed office is located at 42 Weybosset Street in Providence, Rhode Island. No additional offices or geographic expansion have been publicly indicated.

Barrett & Company states it begins with a client's end goals in mind, bridging past life experiences with future aspirations to build a plan. The investment management approach is designed to empower clients to focus on factors within their financial control.

No, Barrett & Company does not publicly disclose its assets under management, total team size, or individual portfolio manager profiles on its website or through widely available regulatory filings as of the current record.