BARRETT WEALTH GROUP | SERVICES
Build Your Financial
Foundation
At Barrett Wealth Group, our approach is simple yet comprehensive: to help you Build, Protect, and Enjoy your wealth. Together, we’ll create strategies to build your financial foundation — and ensure you have the freedom to enjoy the life you’ve worked so hard to create.


Comprehensive Wealth
Strategies Built for You
Core Service
Investment Management
Building wealth starts with a disciplined investment strategy tailored to your goals, timeline, and risk tolerance. We don’t use cookie-cutter models — every portfolio is constructed around your unique financial picture and life objectives.
As your SEC-registered fiduciary advisor, Tim manages your investments with one purpose: your best interest, every single time.
Sample Portfolio Allocation Framework
Equities - Growth: 50%
Fixed Income - Stability: 25%
Alternatives - Diversification: 15%
Cash & Equivalents: 10%
*Illustrative only. Actual allocations are customized based on individual client goals and risk profiles.
Investment Approach
How We Invest for You
Our investment philosophy is grounded in evidence-based strategies, disciplined risk management, and a long-term perspective — tuned precisely to your goals.
Retirement Income Sources We Coordinate
Investment Portfolio Withdrawals: Primary
Social Security Benefits: Optimized
Pension / Annuity Income: If Applicable
Tax-Free Roth Distributions: Strategic
*Income sources and allocation vary by client. All strategies are customized to your individual retirement plan.
Core Service
Retirement & Income Planning
Accumulating wealth is only half the journey. Knowing how to convert that wealth into reliable, sustainable income — across a retirement that could last 30 years or more — is where real planning begins.
We build comprehensive retirement income strategies that account for longevity, inflation, healthcare costs, tax efficiency, and the life you actually want to live.
"Building lasting wealth isn't about chasing returns.
It's about creating a strategy as unique as your life —
and having the discipline to see it through."
SENIOR WEALTH ADVISOR
Founder & Managing Partner
Tim Koenning, Barrett Wealth Group
How We Build Your Wealth Plan
A clear, collaborative process designed to align your financial strategy with your life — every step of the way.
Take the Next Step
Let's Build Your Protection Strategy
Every family’s needs are different. Our team will work with you to design a comprehensive protection plan that fits your unique goals, budget, and legacy objectives.
