Warmth, Experience and Custom Planning

A Message from Tom Barton

If you’re looking for mahogany and granite, you’ve come to the wrong place. We work for a living. If it’s possible to get grease under our fingernails sitting at a desk, we do. We believe our clients really turn to us for three things:
Warmth: At Barton Wealth Management, we genuinely care about people. Everyone says they do; we really do. You want us to care about you and your family. You want to know that if something happens to you, your family would be treated as well as you would hope. You’ll feel warmth when you walk in the door and we’re glad to see you. And when you call us, a human being answers the phone. If for some reason we’re all busy when you call, you’ll quickly get a return call. In a complicated financial world, our clients remind us how nice it is to have “real live people” they know and trust answering their questions and working with them to review their accounts. True warmth and care is hard to find…

Experience: We realize in today’s age you don’t need a wealth management firm to hear the news. But what you can’t find out from the evening news or an on-line article is “what did it really mean the last time this happened” and “what may this mean to your family’s situation right now.” We genuinely get excited about studying the financial world and how it can impact our clients. We also genuinely get excited about helping families navigate their financial world. A little nerdy and manic, yes. But it’s really lots of fun. Please review our home page again to see exactly how our experience translates into value for you.

Custom Planning: The Barton Wealth Management custom planning process includes an ongoing thorough assessment of your financial situation. We help you identify and reach financial goals, such as retirement income, college funding, cash management, charitable gifting, and any other goal that you feel is important. We’ll spend all the time one-on-one with you that you need to feel like you have your arms around your financial situation. In our opinion, our clients also love the Barton Wealth Management Checklist; it’s a simple tool to help you make sure all bases are covered. We offer large-group workshops to discuss financial strategy topics. And we can run financial projections on your personal situation any time you ask, and we don’t send you a bill for it.