Tracy Campbell
Senior Operations Manager
Howard Barnett
Financial Advisor
Michael Kroll, MBA
Financial Advisor
Mission Statement
Both West End Wealth Management and Barnett Financial Group have a mission to empower individuals, families, and businesses to attain financial peace of mind through comprehensive and personalized financial planning. We are committed to providing expert guidance and innovative solutions that align with our clients’ unique aspirations, values, and circumstances.
With a steadfast focus on understanding our clients’ short and long-term goals, we strive to craft robust financial strategies that navigate the complexities and uncertainties with confidence. Our team endeavors to foster trust and transparency, ensuring open communication and collaboration throughout the financial planning process.
West End Wealth Management and Barnett Financial Group both recognize that financial planning is a dynamic journey, not a one-time event. Together, we embark on a transformative partnership, leading our clients towards financial freedom and empowering them to make well-informed decisions that shape a brighter and more prosperous future for themselves and their families.
Investment Philosophy
West End Wealth Management believes in a three-bucket strategy: Growth, Income, and Cash. We know that each of our clients are different; therefore, each of these three buckets will be filled per the unique goals of each client. Our growth bucket is filled with our risk assets, such as individual stocks, equity exchange traded funds, and equity mutual funds. Our income bucket will be filled with our fixed income assets such as bonds, bond exchange-traded funds, and bond-based mutual funds. The cash bucket will be filled with just that, either for opportunistic investment or to provide the income necessary for retirement.