Steven W. Barrett, Wealth Advisor

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Steven W. Barrett, Wealth Advisor Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SPIC.

Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth. For a list of states in which I am registered to do business, please visit www.sbwii.com

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
10/16/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
10/14/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
10/12/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
10/09/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/07/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
10/05/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
10/02/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Do you know how missing the best and worst market days might affect your portfolio?
09/30/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Developing a retirement strategy? It's critical to know the differences between investment types.
09/25/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
09/23/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Address

Los Angeles, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14244047058

Website

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