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!
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 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
Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions. Read more
Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers. Read more
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.
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How 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
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
By Beth Schanou, JD
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. There are options which are satisfying in the short-term but may necessitate a more vigorous workout later to compensate. Read more
Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed. Read more
