Barnett & Ament Wealth Management
Barnett & Ament Wealth Management is a Merrill financial advisory team headquartered in Scottsdale, Arizona, serving clients in over 40 states. Our associates strive to provide an unmatched experience to their clients and their family members, founded on exceptional service and professionalism. Our team was recognized by Forbes as “Best-In-State Wealth Management Teams” in 2023 and 2024 (Published annually in January. Rankings based on data as of March 31st of the prior year).
We surround our clients with an experienced, dedicated group to help with their unique needs and goals. Our focus is on client relationships, and we are involved in every aspect of a family’s financial life, not just helping with simply managing investments.
Our group's philosophy is “leave nothing to chance” and we make that a driving force in everything we do. We communicate with clients without using industry jargon, explaining even the most complex investment details in a way that clients can understand, allowing them to be more educated about their wealth management plan.
We have proactive contact with clients throughout the year so we stay connected and keep up with changes in their lives as well as economic and market changes. Each client has an individualized financial strategy that offers diversification and risk management strategies.
Areas of focus:
· Strategies to build wealth to be able to retire comfortably.
· Generating retirement income after retirement.
· Tax minimization strategies.
· Individualized financial strategies that offer diversification and downside hedging as appropriate.
· Estate planning Strategies designed to maximize wealth transfers.
· Total family relationship, helping everyone in the family to achieve their own individual goals.
· Assist with banking and lending services through Bank of America, N.A.
· We have powerful resources at our disposal, including a Wealth Management Lending Officer from Bank of America, N.A. as well as associates focusing on retirement strategies, trust services and insurance.
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
AAMS™, CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
