Please click here for the 2024 Tax Planning Tables.

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Why Us?          

Because we'll help you answer some very important questions:

How tight is your plan?

Are you on course to build a proper investment portfolio for retirement and turn it into income when you retire?

Is your estate plan airtight, complete with wills, trusts, powers of attorney, and other proper planning that may apply?

Are you maximizing charitable gifting and tax strategies?

That's what our wealth management action plan is all about.

“Investing is not a game where the person with the 160 IQ beats the person with the 130 IQ…Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble...”                       

-- Warren Buffett                        

       Ten Reasons To Work With Barton Wealth Management

  1. Ten categories of wealth management planning.  Ask about our Barton Wealth Management Action Plan.    
  2. Our 10-step disciplined portfolio process.
  3. Surveillance on seven key indicators that we believe can often really move the markets.
  4. Sharp, personalized service.  Yes, human beings answer our phones! 
  5. Research on investor psychology, where we believe that the BIG mistakes can often happen.
  6. Barton’s “Lucky 13” axioms for helping to cope with the market.
  7. Wisdom in working with serious wealth-building families like yours.
  8. Financial mentoring for your kids and grandkids, upon request.
  9. Relationships matter to us.  A lot.
  10. Barton Wealth Management is associated with Wells Fargo Advisors Financial Network.