The Barnett Wealth Management Group
At The Barnett Wealth Management Group, we operate under a basic premise – that so much in clients’ lives revolves around money. Accounting for clients’ ambitions, situations and desires to make wise financial decisions, we are motivated by the belief that our performance and professionalism play critical roles in enhancing and enriching the lives of those we serve.
Led by Rob Barnett – we have attracted a growing number of clients, young and older, in Minnesota and more than 15 other states. These women and men are quite accomplished and wish to accomplish more. They include corporate executives in senior management at public and private enterprises and high-net-worth families with significant wealth and expectations.
Rob’s rigorous training to obtain the CFP® certification* and the CIMA® designation** gives him the ability to work on a continuous basis with each client – from the outset of our planning-based approach through the precise allocation and review of a customized, risk-managed portfolio. For Rob, conveying complex subject matter in granular but simple terms is essential to creating trusted client relationships.
Operating on multiple cylinders to address clients’ specialized financial needs, our mission is to do more for each client. In fact, we take careful measure of each client’s wealth in the same way we evaluate our own performance. Are we doing everything possible to help clients achieve the financial and life goals they’ve set for themselves? Are we fulfilling the responsibility we believe we have to clients and their families? These questions remind us to focus on more than numbers. We’re striving to enhance and preserve the quality of clients’ lives and lifestyles.
Over the years, we’ve developed the rich experience and demonstrated ability to manage high concentrations of wealth for our affluent, nationwide clientele – including many individuals who’ve been referred to us. We are fully invested in supporting these clients and welcome the opportunity to serve you, as well.
At The Barnett Wealth Management Group, we operate under a basic premise – that so much in clients' lives revolves around money. Accounting for clients' ambitions, situations and desires to make wise financial decisions, we are motivated by the belief that our performance and professionalism play critical roles in enhancing and enriching the lives of those we serve.
Led by Rob Barnett – we have attracted a growing number of clients, young and older, in Minnesota and more than 15 other states. These women and men are quite accomplished and wish to accomplish more. They include corporate executives in senior management at public and private enterprises and high-net-worth families with significant wealth and expectations.
Rob's rigorous training to obtain the CFP® certification* and the CIMA® designation** gives him the ability to work on a continuous basis with each client – from the outset of our planning-based approach through the precise allocation and review of a customized, risk-managed portfolio. For Rob, conveying complex subject matter in granular but simple terms is essential to creating trusted client relationships.
Operating on multiple cylinders to address clients' specialized financial needs, our mission is to do more for each client. In fact, we take careful measure of each client's wealth in the same way we evaluate our own performance. Are we doing everything possible to help clients achieve the financial and life goals they've set for themselves? Are we fulfilling the responsibility we believe we have to clients and their families? These questions remind us to focus on more than numbers. We're striving to enhance and preserve the quality of clients' lives and lifestyles.
Over the years, we've developed the rich experience and demonstrated ability to manage high concentrations of wealth for our affluent, nationwide clientele – including many individuals who've been referred to us. We are fully invested in supporting these clients and welcome the opportunity to serve you, as well.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
