Team Barrett

Everyone on our team is here for one purpose – to serve you. Through our personalized consultative process, we take the time to gain a thorough understanding of your financial situation as well as your goals and aspirations. We then develop an integrated long-term wealth strategy that covers the key areas you need to address including retirement planning, asset and income protection, investment management, estate conservation, and other important issues.

We are committed to our clients, to one another, and to our profession. At the core of that commitment is our dedication to giving clients the information and education they may need to make informed decisions with confidence. We are also committed to our own ongoing development and education, which enable us to deliver the insights and wisdom to our clients.

Check the background of this investment professional on FINRA’s BrokerCheck

team barrett
Our Mission
is to provide clients with the framework to make integrated financial decisions that help them grow and preserve wealth and plan for future generations.

CFP®, CLU®, ChFC®, CASL®

Financial Services Executive
Investment Advisor Representative

Matthew Barrett, domiciled in CT
CA Insurance Lic. # 0C34956
AR Insurance Lic. # 1355547

LUTCF

Financial Services Executive
Investment Advisor Representative

Chris Kusick, domiciled in CT
CA Insurance Lic. # 1702867

 

Financial Planner
Investment Advisor Representative

Ryan Taylor, domiciled in CT
CA Insurance Lic. # 0K87282
AR Insurance Lic. # 17772321

Our Promise

Create confidence through knowledge

Empower You to be in control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care about You

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

Your trusted partners

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

Help You optimize Your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.