NetworkยทFamily Office

Barrett & Company

Unclaimed

๐Ÿ“ PROVIDENCE, RI

Family Officefinancial servicesenergybusiness services
www.barrettandcompany.com โ†—

SEC CRD #801-110786

About

Home | Barrett & Company (401) 351-1000 info@barrettandcompany.com eMoney We Advocate for What is Most Important to You Financial education, meticulous planning, clear guidance for your family and your future. Learn More Freedom to Focus on What Really Matters Peace of mind to live your life on your own terms and focus on the things you can control. Learn More A Process Driven Approach Panoramic Financial Planning with Personalized Wealth Management. Learn More Our Firm As an independent firm, we are committed both to the highest standards of care and a focus on client stewardship. Go to Our Firm Our Philosophy We begin with our clients end goals in mind and bridge your past life experiences with the aspirations of tomorrow to build a plan for an abundant future. Go to Our Philosophy Our Process We put all the pieces of your financial puzzle together, empowering clients to replace anxiety with anticipation. Go to Our Process Our Services Our focus rests firmly on what matters most to our clients enabling you to utilize your energy on things within your financial control. Go To our Services Our Team Our team approach offers a wide range of client support and services to provide unparalleled benefits to you. Meet Our Team Our Resources Our client resources offer a broad spectrum of timely and informative content written with you in mind. Go To Our Client Resources It is the set of the sails, not the direction of the wind that determines which way we will go. Jim Rohn Tell Us Ho

Key Contact

WS

WILSON SAVILLE

PRESIDENT

๐Ÿ“ž (401) 351-1000

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Geographic Focus

riunited states
โ„น

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AUM

$530M

Check Size

$1.1Bโ€“$1.1B

Location

PROVIDENCE, RI

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