Team
We believe our teamwork approach adds a broader perspective to all we do and can help provide increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We can also help answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Liza Barnett Emmet, President
President, Barnett Wealth Advisors
Liza Barnett Emmet entered the financial services industry in Charleston, SC, in 1998 with New York Life where she was a top producer and Partner by 2001. She joined MassMutual Financial Group in 2009, and last served as the...
Tyler joined Coastal Wealth Management in 2014 and currently functions as the Chief Investment Officer for CWM and serves as strategic partner to Barnett Wealth Advisors and is a Chartered Financial Analyst. He also holds a Series 7...
