Guidance
Let the professionals at Barnett Wealth Advisors guide you through strategic, client-centric discussions which provides you with a personalized financial strategy.
Learn MoreIndependent
BWA, a full-service, independent financial firm. Loyalty belongs exclusively to our clients and not to the demands of a financial institution.
Learn MoreKnowledgeable
Let our knowledge and experience work for you. Discover our resources that help assist you in working towards financial stability and long-term goals.
Learn MoreLET OUR PASSION GUIDE YOUR FINANCIAL INDEPENDENCE
Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). That, combined with the knowledge and experience of the key team members of BWA, provides our clients with the necessary tools for Financial Independence.
As part of an independent firm, our professionals value a strategic and independent approach to proper financial services and wealth strategies. With today’s economical environment becoming more challenging, our collective knowledge base of research, risk management strategies, and industry experience provides our clients with the necessary foundation to help pursue their personal and business goals.
4438 Herschel St, Jacksonville FL 32210
Phone (904) 274-4803 • liza@BarnettWealthAdvisors.com
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A Taxing Story: Capital Gains and Losses
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Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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Estate Strategies of the Rich and Famous
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A Look at Whole Life Insurance
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What You Need to Know About Social Security
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When do you need a will? The answer is easy: Right Now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Bake a Pie-R-A
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