We strive to serve our clients throughout the wealth management process
by building deeply trusted relationships that last for generations.
Simplify your life with comprehensive financial planning
and investment management services.
Contact us today for a complimentary, no-pressure consultation.
As an independent, fee-only Registered Investment Advisor, we have a fiduciary responsibility to always act in your best interests. We do not sell any products or accept commissions, and have no conflicts of interest. The result is an unbiased relationship you can trust.
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare.
Medicare Part A generally covers hospital and...
As the last quarter of 2018 draws to a close, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan. Whether you plan on doing your own taxes, or will be consulting with a CPA or other tax professional, take some time to familiarize yourself with the multiple changes that will take effect in 2019 for the 2018 tax year:...
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team,...
We take pride in updating our clients with the latest industry trends.
Phone: 585-383-5555
Fax: 800-959-5307
Email: info@barrettwm.com
70 Linden Oaks, 3rd Floor, Rochester, NY 14625
© 2024 Barrett Wealth Management. All rights reserved.
