More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return. Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Barrington Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Barrington Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
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Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
We create custom portfolios tailored to your situation, goals and risk tolerance utilizing the strength of the Carson Institutional Alliance Research Team and Investment Committee. Learn More
Defining and shifting risk can make or break a lifelong plan. A plan that does not identify risk is not a plan at all. Learn more
Taxes create a headwind to your financial goals. Our tax team of CPA’s can work with your accountant to identify both potential short and long term tax saving strategies integrated into your financial plan. Learn more
Wealth planning begins at birth and never ends. We begin by listening and then help you develop, implement and monitor your plan. Learn more
You gain confidence when you complete or update your estate plan, the knowledge that when you are gone the people and causes you care about will be left in the best situation possible. The confidence that things are in good order and that others will not be left with unneeded burdens. Learn more
Personalized Wealth Management
Barrington Wealth Management is a wealth management firm based out of Chicago, Illinois, serving affluent families, business owners, executives and institutions. Through our partnership with Carson Group Partners, our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Barrington Wealth Management help you enrich your world!
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group Partners
Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Enriching client’s futures involves hearing about the causes they place near to their hearts and developing plans to see each endeavor through. These posts tell their stories and give a deeper insight into the heart of Barrington Wealth Management.
Monthly NewsletterAugust Monthly Newsletter: 4 Financial Lessons Your New ...
As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more
Blog5 Reasons It’s Important to Set Financial ...
Published by Rob Furlong, Portfolio Manager
The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more
NewsChicago Financial Advisor Earns National Recognition for ...
Newton, MA – July 16, 2018 – Jim Quigley, a Founder and CEO, Wealth Advisor at Barrington Wealth Management, in Chicago has been announced as one of three national finalists for the Global Impact Award as part of the twelfth annual Invest in Others Awards. Quigley is being honored for his work with Hope’s In, which will receive a $5,000 donation from the Invest in Others Charitable Foundation. If Quigley wins his category, the donation will increase to $25,000. Read more