Wealth Management Home Firm Overview Mission Team Our Edge Investment Philosophy Contact Home Our Mission & Values Our Mission & Values MISSION: Our mission is to build and preserve wealth for our clients in a manner that reflects their values. We provide support in many ways to assure stead...

Wealth Management Home Firm Overview Mission Team Our Edge Investment Philosophy Contact Previous Next Building Wealth Building wealth requires focus. There are several rungs on the ladder leading to financial independence. Doing work that inspires us, saving, investing, networking, building experti...

Wealth Management Home Firm Overview Mission Team Our Edge Investment Philosophy Contact Home Team Team Mary K. Barrett, Founder and Managing Partner Mary Barrett has 35 years experience as an investment analyst and portfolio manager. In 1984, Mary founded Barrett & Company, a technology researc...

Wealth Management Home Firm Overview Mission Team Our Edge Investment Philosophy Contact Home Our Edge Our Edge Were Independant Fee-only We don t sell any products or earn commissions on products. Our fees are based on assets under management. If you do well, we do well. Comprehensive Values-Base...

Wealth Management Home Firm Overview Mission Team Our Edge Investment Philosophy Contact Home One Hour Consult One Hour Consult Meet with us. Ask questions. Decide if Edgewood Partners is right for you. Complimentary. Do you need a financial planner/investment manager? Most people, especially very...