Network·Family Office
SEC CRD #801-135748
Wealth Management Services | Benson Wealth Management Book a consultation Check the background of your financial professional on FINRA's BrokerCheck | CRS Book a consultation Check the background of your financial professional on FINRA's BrokerCheck | CRS Schedule an Appointment Take the mystery out of preparing for today and tomorrow. Benson Wealth Management combines innovation with thorough research to effectively uncover unique growth opportunities. Investments At Benson Wealth Management , our investment strategy is rooted in rigorous research and a forward-thinking approach. Whether you're interested in traditional asset classes or emerging investment opportunities, we are dedicated to identifying avenues that sustains your portfolio for the future. Learn more Financial Planning Our financial planning services offer you a holistic roadmap for your financial journey. We provide bespoke financial advice that encompasses wealth preservation, retirement planning, and estate planning. We aim to not only meet your immediate financial needs but also secure your long-term financial health. Learn more Our Process 01 Personalized Discovery Begin with a deep dive into understanding each client's unique financial needs, wants, and long-term aspirations. 02 Stategic Development Craft customized strategies that reflect the individual's goals, leveraging a blend of innovative and traditional approaches. 03 Dynamic Implementation Execute the tailored strategy with agility, utilizing cu
BARRETT BENSON
CHIEF COMPLIANCE OFFICER
📞 (530) 891-0719
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AUM
$116M
Check Size
$719M–$719M
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