Wealth Management

A Wealth of Perspective for Planning the Road Ahead

You have big plans for every stage of your life. Funding your kids’ education. Giving to causes you care about. Retiring comfortably. And finally, leaving a legacy.

Money is personal, like your dreams. So, when you’re looking for guidance in managing your personal wealth, take a serious look at Barnes Dennig.

If you’re a business owner or entrepreneur, we may already be helping you with corporate tax or accounting strategies. You’ve seen our innovations transform your bottom line. You know us. We understand you, your business, and many of your goals.

So tell us where else you’d like your money to take you. Because when you trust your navigator, you can relax and enjoy the ride.

Barnes Dennig and your retirement

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The experience to guard your assets at every turn

Each of our wealth managers has over 20 years of financial management experience. They’ll design estate, wealth, and succession plans to keep more of your hard-earned assets for yourself and your family. They’re always on top of new financial regulations. And as your life changes, they’ll keep adjusting your plans so you won’t miss those milestones you’re saving for.

Our estate and financial advisory services include:

  • Cash flow and budgeting for individuals
  • Insurance needs
  • Preservation of financial assets
  • Educational funding
  • Stock option analysis
  • Business valuation
  • Succession planning
  • Retirement planning
  • The establishment of trusts, including forming private foundations
  • Estate and gift tax planning:
    • Charitable remainder trusts
    • Charitable lead trusts
    • Qualified personal residence trusts
    • Grantor retained income trusts
    • Irrevocable life insurance trusts
    • Revocable living trusts

A human approach to the art of financial wayfinding

Our wealth managers are proficient with numbers, of course. But they also see beyond the numbers to a wealth of hidden opportunities for you. An earlier retirement, say, or college funds for all the grandkids.

Our approach goes beyond simply managing investment assets. We have a natural ability to marry multiple tax strategies, creating a fresh approach that benefits our clients.

Barnes Dennig has won awards for responsiveness and innovation. If you’ve worked with us, you know our relationship is an asset in itself. So build on that strength, and trust us as your guide.

Learn more about your money

On YouTube:

Watch our series of short financial strategy videos.

Ask the Experts about finance.

 From the Blog:

Protect Your Loved Ones from the Burdens of Long-Term Care Costs

How to Maximize Savings with an IRA: Rules & Limits for 2021

How to Balance Multiple Savings Goals to Meet your Needs

Plan for a better, brighter future

Contact us, and let’s get started.

GET STARTED

What Our Clients Say

“We feel good about working with your firm. I think what sets Barnes Dennig apart is that the people we work with align well with our values and we enjoy working with them.”

– Barnes Dennig Client, 2020

“Great professional and friendly client service.”

– Greg P., Client

"We are only one of many clients and they give us their full attention without a second thought. Not only that, I trust their expertise totally. We’re fortunate to have the Barnes Dennig team supporting us – thank you.”

– Barnes Dennig Client, 2020