Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.Read more
Advice in Common Language
Straightforward Fees
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)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
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
Portfolio Management
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
Risk Management
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
Tax Planning
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
Wealth planning begins at birth and never ends. We begin by listening and then help you develop, implement and monitor your plan. Learn more
Estate Planning
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!
Philanthropic Investing
Enriching yourself by enriching the world means more than just a healthy portfolio, it means a healthier you. Enrich your soul and your vision by giving and investing in projects and causes that mean the most to you.
Carson Partners
Carson 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.
BWM Blog
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.
Insights
Barrington Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Weekly Market Commentary – September 16, 2019Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower. Read more
Monthly Newsletter
Leave Them a Legacy, Not Taxes, with ...The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted. Read more
News
Hope’s In Builds “Invest in Others’ ...Shelter is the most basic of necessities, but for many, safe living conditions are in short supply. In Guatemala, the third poorest country in Latin America, more than 50% of all families live in extreme poverty, sheltering in makeshift, unsafe and unsanitary homes.
Jim Quigley is helping to reverse those grim statistics…one family at a time. A Chicago-based financial advisor, Jim is the founding board member of HOPE’S IN, a nonprofit dedicated to empowering families in Guatemala City and developing the next generation of humanitarian leaders. For six years, Jim and his family have helped to build homes and provide vital services to residents living in the center of Guatemala City, also known as the garbage dump community.
Jim was the 2018 Invest in Others Global Impact Award winner. This past August, Jim and his daughter Courtney McGovern, executive director of HOPE’S IN, used a portion of our $40,000 award donation to complete the organization’s 38thhome—which was named after Invest in Others.
Over a five-day period, 10 volunteers worked together to build the modest two-room home, scraping and stuccoing walls, mixing the concrete floor by hand, and painting and cleaning the home. Volunteers work closely with the new family—in this case, a couple with their two young children—to complete the approximately 250-square-foot home.
“If there’s a close bond, the chance of them maintaining the home and going on to thrive becomes so much greater,” Courtney said. “We focus on getting to know the family. Creating a bond. They know that we are coming from far away to work with them and that provides even more encouragement.”
Beyond building a home for one family, the $40,000 donation has allowed HOPE’S IN to offer additional vital services. The nonprofit is using $5,000 of the money to start and seed HOSI (short for Honest and Sincere), which provides education and healthcare to prevent teen pregnancy and stop the cycle of poverty. The program launched with 10 young mothers, all of whom are taking action to prevent further pregnancies in their teen years.
With the rest of the grant, Jim said HOPE’S IN is testing out small projects to see where the money will do the most good. They recently launched another program, Inclusion Alliance, which advocates for people with disabilities who aren’t broadly represented in Guatemalan society.
“There are so many needs that we could easily write a check for the remaining $29,000,” Jim said. “But we’re doing small projects first because we want to see who we can work with long term and how to incorporate the whole HOPE’S IN vision of empowering the next generation of humanitarians.”
Jim and Courtney said the affirmation and support they’ve gotten from Invest in Others has been transformative, both for the families who’ve been helped along the way and to their own sense of worth and accomplishment.
“When he won, we were so humbled and encouraged because it’s so rare to feel like you’ve been heard and that the families you represent have been noticed,” Courtney said. “These are outcast communities, so the recognition was even more impactful.”
The family knows the full history of the house—that it has been built with funding from Invest in Others—and is grateful to have running water and, even more so, to have a dry place for themselves and their belongings.
For the Quigley family, their many years of volunteering have been a true gift, bringing them closer together as a family and altering their worldview.
“It’s given us something to rally behind,” Courtney said.” There are a lot of people who don’t get to experience something as meaningful and challenging—and we’re getting to do it together. This experience brings families together; it changes how you see one another.”
Blog
How a 529 College Savings Plan Can Help ...I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
Read More
Video
How to Start Building Your Retirement PlanHow do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started.
Watch this video to help ensure you’re on track toward retirement. Read more
Weekly Market Commentary
- Weekly Market Commentary – September 9, 2019
Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.Read more
