BARECWEALTH IS THE PRODUCT OF OUR EXPERIENCE.

We started financial planning together more than 20 years ago. At that time, Barbara was leaving her position in the accounting firm Ernst & Young, and Eric was winding down his career in manufacturing that culminated in his role as plant manager.

When we started to collaborate on financial services, we quickly realized that Barbara developed an easy rapport with clients that made it possible to break through the barriers that often separate clients and advisors. She was also a tenacious negotiator.

Meanwhile, Eric used his scientific background to develop his own investment criteria through a remarkably comprehensive performance tracking and prediction process.

In this way, we complement each other, adding to our holistic view of a client’s financial health.

As years passed, our skill sets evolved and our pool of available investments broadened to give clients a full slate of alternatives. We came to the realization that the most critical factor in achieving the desired results for a client is based on a better understanding of a client’s needs and a plan that integrates those objectives with specific market opportunities. In short, you must know your goals so we can design the roadmap that will help you fulfill your dreams.

So how can you know whether we live up to that promise with our clients? Read what they have to say about us. We never take a client’s business for granted. That’s why we’ve had almost no clients ever take their business elsewhere – in over 20 years.

So how can you know whether we live up to that promise with our clients? Read what they have to say about us. We never take a client’s business for granted. That’s why we’ve had almost no clients ever take their business elsewhere – in over 20 years.