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Pictured from left: Jerod T. Spaeth John J. Barrett Sr.

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

  • 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.

To learn more about the Spaeth Barrett Group team, click here