Steven W. Barrett, Wealth Advisor

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

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
07/17/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
07/15/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
07/13/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
07/10/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
07/08/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
07/06/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
07/03/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
07/01/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/29/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Surprises crop up every day, and they’re a great reason to work with us.
06/26/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

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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