Barton Spector Wealth Strategies
From financial goal setting to long-term wealth and income strategies, including legacy-planning services, philanthropy and wealth transfer strategies, Barton Spector Wealth Strategies is structured and staffed to serve clients in all areas of wealth management.
We are a team of seasoned investment professionals, with deep experience in guiding clients as they develop their portfolios and make appropriate investment decisions. We do our best to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in realizing their dreams.
We stress a long-term approach to investing based upon a client's specific financial needs, goals and risk tolerance. We strive to provide an exemplary level of service and advice to all clients. We truly care about helping each client achieve financial stability, independence and success.
Our primary objective is to become a lifetime resource to those who have entrusted us with their financial well-being. We offer our services as part of an investment firm with a national reputation, and our client base of affluent individuals, couples and families is not geographically concentrated. We work with clients who live and work in Arizona and in cities and towns across the country.
The history of Barton Spector Wealth Strategies dates back to the mid 1980's when Sharon Barton began her career with Merrill Lynch as a financial advisor. After several years at another wealth management firm, Jay Spector joined Sharon at Merrill Lynch in early 2011 to form the predecessor Barton Spector Group. They had originally met as Class XX members of the Scottsdale Leadership program.
As our client base has grown, we've expanded the scope and capabilities of our practice. We have different personalities and interests, but in the context of Barton Spector Wealth Strategies, our talents are complementary. And, we share one thing: a strong dedication to our profession — and to providing a first class service experience, customized for our clients.