BARRETT WEALTH GROUP | SERVICES
Optimize Your Wealth
We’ve curated a network of elite strategic partners who work alongside our advisors to deliver comprehensive, coordinated financial solutions tailored to your life.
Featured Strategic Partners
Independent specialists aligned with Barrett Wealth Group's commitment to building, protecting, and growing your financial legacy.
Excelstra · Wealth Strategy
STRATEGIC WEALTH PARTNER
Eunicia Peret
FOUNDER & MANAGING PARTNER
A financial strategist whose background spans corporate finance consulting and M&A, previously with Deloitte, Ernst & Young, and Booz & Company — bringing institutional-grade thinking to high-net-worth individuals.
404-849-5943
eunicia@excelstra.com
Investment Alignment
Legacy & Wealth Architecture
Exit Strategy Design
Wealth Quarterback
EXCELSTRA WEALTH STRATEGY
Where Fragmented Advice Becomes Financial Architecture
Excelstra serves as the strategic architect and quarterback of our clients’ financial ecosystem — aligning every advisor, strategy, and decision within a single coordinated framework designed to maximize long- term wealth efficiency.
OUR POSITION
The Gap Between Traditional Advisors and Family Offices
Most successful individuals rely on multiple advisors — CPAs, investment managers, estate attorneys, and more — who rarely operate as a unified whole. The result: unnecessary tax exposure, misaligned investments, and exit strategies that leave value on the table.
THE MODEL
The Unbiased Wealth Strategy Quarterback
Excelstra serves as an independent strategist — not a product seller. Our role is to identify opportunities, design integrated strategies, and coordinate implementation with a curated network of trusted professionals, guided by our proprietary Wealth Freedom Formula.
KEY STRATEGIC AREAS
Where We Focus
Deloitte
Toyota
Uber
Coca-Cola
Bank of America
American Express
Ernst & Young
Booz & Company
FOUNDER
Institutional Thinking, Applied Personally
Excelstra was founded by Eunicia Peret, a financial strategist whose background spans corporate finance consulting and mergers & acquisitions. She previously served as a corporate finance consultant with Deloitte and has worked alongside Ernst & Young and Booz & Company.
That experience revealed a consistent gap: the disciplined, high-stakes financial thinking applied in corporate environments rarely reached successful individuals navigating their own wealth decisions. Excelstra was built to close it.
Barrett Wealth Group partners exclusively with trusted, independent specialists. These relationships are curated to serve our clients’ complete
financial picture — not to generate referral revenue. Your best interest remains our only standard.
David Kilpatrick Financial
MORTGAEG & REAL ESTATE PARTNER
David Kilpatrick
FOUNDER & SENIOR LOAN OFFICER · NMLS #1574879
Over 20 years of specialized mortgage expertise serving the greater Atlanta area. Dedicated to helping clients navigate homeownership and build lasting wealth through real estate.
678-436-8171
NMLS #: 1574879
david@davidkilpatrickgroup.com
Home Purchase Financing
Strategic Refinancing
Wealth Through Real Estate
Pre-Approvals
Mortgage Advisory
Strategic Partner: David Kilpatrick
David Kilpatrick is a Senior Loan Officer and the Founder of David Kilpatrick Financial LLC, based in Alpharetta, Georgia. As a strategic partner of Barrett Wealth Group, David brings over 20 years of specialized experience in the mortgage industry, offering comprehensive solutions for home buying and refinancing across the greater Atlanta area.
Dedicated to helping clients navigate the complexities of homeownership and build wealth through real estate, David provides tailored mortgage products, pre-approval letters, and strategic refinancing options. He understands that whether clients are buying, selling, refinancing, or building their dream home, they rely heavily on expert guidance.
In a landscape where market conditions and mortgage programs frequently shift, David and his experienced team of Mortgage Advisors are committed to delivering quick, accurate financial advice. Their deep knowledge and expertise ensure that clients can confidently explore a wide array of financing options, consistently receiving mortgage services that exceed expectations.
Barrett Wealth Group partners exclusively with trusted, independent specialists. These relationships are curated to serve our clients’ complete
financial picture — not to generate referral revenue. Your best interest remains our only standard.
A Vast Network, Built on Years of Trust
In addition to our featured strategic partners, Barrett Wealth Group maintains deep relationships with a broad network of trusted professionals across many disciplines — including CPAs, accountants, and attorneys who can assist with individual needs such as tax returns, wills, trusts, and more.
Whether your situation calls for specialized estate planning, business legal counsel, or everyday financial guidance, we can connect you with the right expert. Our network has been built over years of relationships with individuals and organizations we know and trust — so you never have to navigate those decisions alone.
"Building lasting wealth isn't about chasing returns.
It's about creating a strategy as unique as your life —
and having the discipline to see it through."
SENIOR WEALTH ADVISOR
Founder & Managing Partner
Tim Koenning, Barrett Wealth Group
Take the Next Step
Let's Build Your Protection Strategy
Every family’s needs are different. Our team will work with you to design a comprehensive protection plan that fits your unique goals, budget, and legacy objectives.
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.
Trusted Wealth Management
Monday–Friday: 9.00 AM to 5.00 PM
Saturdays: Upon Request
Important Info:
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Principals of [DBA] are Investment Adviser Representatives (“IAR”) of Your IA, LLC, and licensed insurance agent in [List States]. Investment advisory services and insurance services are offered through separate entities and are governed by different regulatory authorities. When offering insurance products, DBA is compensated by commissions paid by the insurance company, which creates a financial incentive to recommend certain products. Commission amounts vary by product and carrier. Your IA, LLC does not sell insurance products, is not affiliated with any insurance carrier, and does not receive compensation from insurance sales unless otherwise disclosed in writing. Your IA, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply endorsement, approval, or a specific level of skill or training.
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