When relationships come first, everything else falls into place.
That’s why at the Barra Sampedro group, we take the time to know you. With full appreciation of your circumstances and all you hope to achieve, we recommend an investment approach and provide straightforward advice to get you to where you need to be.
And while we address estate, philanthropic and business planning objectives, our underlying goal is to preserve the wealth you’ve earned. This principle drives our thoughtfully conservative manager selection and asset allocation process and guides us in safeguarding your assets with the care and sensitivity you require.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020