Trusted Wealth Management Company | Barrett Wealth Group

Build, Protect, &

Enjoy Your Wealth!

Build

Create a strong financial foundation through strategic planning and disciplined wealth accumulation that aligns with your long term goals.

Protect

Preserve what you’ve worked hard to achieve with comprehensive risk management and proactive strategies that safeguard your assets and legacy.

Enjoy

Experience the freedom and peace of mind that comes from knowing your financial future is secure and your wealth serves the life you want to live.

WHO WE ARE

We Are Committed to Your Goals

At Barrett Wealth Group, our approach is simple yet comprehensive: to help you Build, Protect, and Enjoy your wealth. Together, we’ll create strategies to build your financial foundation, protect what matters most to you and your loved ones, and ensure you have the freedom to enjoy the life you’ve worked so hard to create.

ABOUT US

WHAT WE OFFER

Wealth Management Services

Retirement Planning

Investment Management

Financial Security

ABOUT ME

Hello! I am Tim Koenning!

Tim Koenning helps individuals and families manage, grow, and preserve their wealth through comprehensive financial planning. His services include investment management, tax-efficient strategies, estate planning coordination, and risk management — serving clients who want clarity, structure, and long-term confidence in their financial future.

From foundational investment strategies to advanced trust planning and business succession solutions, Tim provides personalized guidance designed to align financial decisions with life’s major milestones. Using strategic planning tools and technology-driven forecasting, he helps clients evaluate “what-if” scenarios and make informed decisions with confidence.

Call Us and Make an Appointment

678-360-6657

HERE TO SERVE YOU

Why Choose Barret Wealth Group

Barrett Wealth Partners Group helps individuals and families manage, grow, and preserve their wealth through comprehensive wealth planning, including investments, tax strategies, estate planning, and risk management, often for high-net-worth clients, with services ranging from basic investment strategies to complex trust and business succession planning. We provide personalized guidance to align financial goals with life’s major events, utilizing various strategies and technology for tracking and “what-if” scenarios.

advantages

Our comprehensive approach ensures every part of your financial life works together under one coordinated strategy.

Personalized wealth strategies tailored to your goals’
Integrated tax, estate, and investment planning
Proactive risk management and asset protection
Advanced forecasting and “what-if” scenario modeling
Ongoing guidance through major life transitions

success

We measure success by how confidently and strategically our clients move toward their long-term financial goals.

Clear, structured financial roadmaps
Strong portfolio alignment with risk tolerance
Strategic tax efficiency planning
Seamless coordination between financial disciplines
Long-term, trust-based client relationships

results

Our focus is delivering measurable progress and long-term financial stability.

Sustainable wealth growth over time
Reduced tax exposure through strategic planning
Protected assets and preserved legacy
Greater retirement readiness and income confidence
Financial clarity that supports life’s biggest decisions

FAQ

Frequently Asked Questions

Have questions about how wealth management works? Below are answers to some of the most common questions we receive from individuals and families seeking long-term financial clarity and confidence.

What is wealth management and how is it different from basic financial planning?

Wealth management is a comprehensive approach to managing your financial life. It goes beyond investment advice to include tax strategies, estate planning, retirement planning, risk management, and long-term legacy planning — all coordinated under one strategy.

Who do you typically work with?

We primarily work with individuals, families, and business owners who want a structured plan to grow, protect, and transfer their wealth. This often includes high-net-worth clients, professionals, retirees, and those preparing for major life transitions.

How do you create a personalized financial plan?

We begin with a detailed discovery process to understand your goals, values, risk tolerance, and current financial picture. From there, we design a customized strategy that aligns your investments, tax planning, estate strategy, and risk management with your long-term objectives.

How often will we review and update my plan?

Your financial plan is not static. We conduct regular reviews and adjust strategies as needed based on market conditions, tax law changes, and major life events such as retirement, business transitions, inheritance, or family changes.

TESTIMONIALS

What Our Clients Say

“I consulted with Tim and hew was very helpful!”