Let the professionals at Barnett Wealth Advisors guide you through strategic, client-centric discussions which provides you with a personalized financial strategy.Learn More
BWA, a full-service, independent financial firm. Loyalty belongs exclusively to our clients and not to the demands of a financial institution.Learn More
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 More
LET 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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
These food myths will really put a drain on your wallet.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
Financial planning for couples.
Make the gig economy work for you.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.
There are a lot of myths around whole life. Get the facts here.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Learn about what risk tolerance really means in this helpful and insightful video.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.