Joseph Barnett used many years of experience, extensive knowledge, and a wide range of resources to form the New York-based Barnett Group.  The group’s philosophy is based on the idea that the best way to meet your commercial banking and wealth management needs is in one package, by one group. Building relationships and understanding the synergy between the clients business and their personal investments is the heart of this process. This starts with an analysis of your business, continues with determining your personal requirements, and is completed by total wealth management.

To this aim, the group has crafted creative banking methods designed to uncover the best financial management structures to fit the specific needs of each individual. The cooperative process will discover the best ways to help the client - YOU - navigate through both your business and personal financial situations. Together, we'll use this information to customize a banking package and investment portfolio to help meet to your specific needs. Pursuing your goals will be accomplished through customized strategies harnessing the combined energy of the Barnett Group, Merrill Lynch Wealth Management, and Bank of America to fulfill your dreams.

“The over-reaching goal is to build wealth for clients and to maintain it through individualized strategic planning, using our experienced holistic approach to wealth management. This involves a variety of structures and systems that encompass the breadth and depth of a personalized financial model, specific to the needs of an individual, their company's needs, and the needs of their family,” according to Joseph Barnett, the principal contact for the Barnett Group. Joe goes on to say that he'd like you to take away one message from your interaction with the Barnett Group: “We’d like you to see the difference between us and other financial advisors that you may have spoken to or worked with before, and how that difference can be leveraged for your benefit. Our model of a “one-stop-shop” is where we assemble the tools you need to build wealth, maintain wealth, and transfer wealth when necessary. Building personal relationships and understanding the synergy between the client’s businesses and their personal investments is the core of our business. Understanding you and your needs is what we’re all about. Sam and I and the rest of our team will work with you to develop a wealth-building strategy and help you see it through.”

The members of the Barnett team will discuss your business goals with you, yes, but also your personal aspirations, basing your investment strategy on what you want and need. Focusing on the long-term picture rather than a snapshot in time crafts a portfolio aimed at risk adjusted returns and capital preservation, based on measured results.

Among the many products this team can assist you with are:
• Investments and Portfolio Management
• Corporate Finance
• Mergers and Acquisitions
• Asset Based Lending
• Leveraged Buyouts
• Venture Capital financing
• Trade Finance, Cash Management, Commercial Banking
• Retirement and Estate Planning services, 401-K, IRA, Roth IRA
• Employee Stock Ownership Plans
• Capital Markets and Corporate Investments

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.