Our mission is to deliver preeminent financial planning for high net worth individuals, with passion, integrity and focus.

Spaeth Barrett Group: Jerod Spaeth and John Barrett photo
Pictured from left: Jerod T. Spaeth, John J. Barrett Sr.
  • We listen to you to help you achieve financial security for your family or business through collaborative goal setting.
  • We understand your unique financial goals and help solve complex financial issues.
  • We commit to providing excellent service with integrity and knowledge.
  • We design and execute integrated and innovative management strategies to help protect, preserve and transfer wealth.
  • We create, implement and monitor your financial plan to help you achieve your goals and dreams and put your mind at ease.