Barton Spector Wealth Strategies

We will work with you to create a customized investment strategy. We start with a comprehensive review of your financial position including your investments, your insurance, your business retirement plans, as well as any other assets and liabilities that you have. After our review and analysis of your entire portfolio, and along with your retirement expense budget and other projected retirement income sources, we develop a “reality-based” investment plan for you. “Reality-Based Investing” is our philosophy and our approach for helping our clients with developing their customized investment plans and portfolios.