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.
Tell us a little more about your investment objectives and level of comfort with risk.
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
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 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.
Barrington Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
U.S. stocks finished barely positive last week. The S&P 500 inched 0.1% higher on a relatively light week for news. The government shutdown has delayed a number of key statistics about the strength of the U.S. economy and given investors less data then expected to evaluate it. Read more
If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, but predictable isn’t the word any of them are using. Read more
By Jamie Hopkins
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more
Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Newton, MA – October 9, 2018 – Jim Quigley, Founder and CEO of Barrington Wealth Management in Chicago, Ill. won the 2018 Invest in Others Global Impact Award, one of seven awards presented on September 27 at the 12th annual Invest in Others Awards Gala in Boston. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Published by Mark Petersen, Vice President Affluent Wealth Planning
The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more
Markets returned to rally mode last week and finished January significantly higher. The S&P 500 surged 1.6% on strong employment data, the Federal Reserve communicating its concerns about slowing growth, and generally positive earnings data.
The relatively strong earnings pushed Carson’s expectations for earnings growth from 11% to just less than 13%. Strong earnings performance from major oil companies helped boost estimates, too. Read more
