Mission Statement


The Barton Spector Wealth Strategies team is committed to building a lasting relationship with you.  We take a collaborative approach to financial planning with a focus on communication and education.  While you help us get to know you and your long-term goals, we help you stay focused and disciplined during life events and market fluctuations.  Our customized financial planning and innovative investment strategies offer wealth preservation while addressing current income needs. By working together, our "Reality-Based Investing" philosophy can help you realize your dreams.