• Enrich Your World

    No matter how your life changes, your priorities remain the same. We’ll help you make sure your financial plan lines up with what matters most to you.

    Schedule an appointment

Enrich Your World

As your life changes, your priorities may change as well. We’ll help you make sure your financial plan lines up with what matters most to you.

Schedule An Appointment

Effective Game Plan
Advice in Common Language
Straightforward Fees
Who Do We Serve?

Who Do We Serve?

Wherever you are on your financial journey, we want to meet you there with the insight and tools to get you further.
Philanthropic Investors
Philanthropic Investors
You know financial life is about more than making and keeping money. For you, wealth planning is about enriching the world, not simply yourself.
Learn More
Successful Individuals & Families
Successful Individuals & Families
Your financial horizons have changed. Now your goals are less about making more than making what you have last and enjoying life to the fullest.
Learn More
Millennials
Millennials
Your generation recently surpassed Baby Boomers as the largest on the planet. You’re inheriting the world, and the time to plan is now.
Learn More

You deserve to know what’s happening with your money

We get it – you’re busy. For many of you in our area, you’ve put in your forty hours by Wednesday afternoon. Balancing career, family, health and self-care is a constant struggle, and every last detail seems critical.

Personal finance takes energy, expertise, perspective, and most of all time – and you have little to spare. Our team works hard to put together a financial plan that reflects your values and reaches toward your goals – a plan that frees up your time and energy for what matters most.

1

What are you going to do with my money?

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.

2

Can you handle the complexity of my situation?

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.

3

How can you make my life easier?

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)?
Next

Enrich Your World

You care about much more than making and keeping money. Financial confidence and legacy are important, but you’re ready to reach beyond yourself. Helping others, fulfilling your calling and making a lasting impact on the world are all part of enriching your world. Our mission is to help you reach your financial goals for yourself, your family and the world around you.

We’d love to help you get started with your corner of the world.

Review Your Plan Today

Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

Your financial advisor team is here to listen and plan according to your goals and vision. We are energized and inspired by your story and excited to be a part of it. Whether that means a sit-down meeting about the details or a quick encouraging phone call, we know who’s at the center of your financial plan: you.
service
service

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.
service
service

Portfolio Management

We create custom portfolios tailored to your situation, goals and risk tolerance using the Carson research team and investment committee.
service
service

Estate Planning

You want to leave a legacy for your family, not unnecessary taxes or red tape. It’s never too early to start planning ahead.
service
service

Tax Planning

Our team of CPAs works with your accountant and advisor to integrate tax-savings into your overall financial plan.
service
service

Wealth Planning

Wealth planning begins at birth and never ends. We begin by listening and then help you develop, implement and monitor your plan.

How will you enrich your world?

The first step is always the hardest, so we’ll make it easy. Set up a complimentary initial consultation to get to know each other, and look at how Barrington can help you plan for your priorities. It all starts with a simple conversation.

First Name*

Last Name*

Email*

Phone Number*


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.

Download One Of Our Free Guides.

resource

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
resource

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

Insights

Barrington Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Read More
global trade tensions
Market Commentary
Weekly Market Commentary – January 13, 2020

The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.

Read More
New Year’s resolutions, financial planning, wealth management
Monthly Newsletter
Why We Don’t Keep Our Financial ...

So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.

Read More
wealth management, employee benefits, Carson Wealth
Blog
How Your Employee Benefits Fit into Your ...

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

Read More
news kiplinger
News
10 Common Estate Planning Mistakes (and How to ...

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

Read More
Q4 2019
Video
Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Read More