Start a conversation
What’s on your mind?
Tell us a little about what you’d like to discuss. We listen, ask insightful questions, and tell you plainly whether Barrett Capital is the right fit.
Ways to reach us
Call us
Meet your way
In our office, by video, or by phone.
Already a client?
Access your secure client portal, or contact our team for help.
Client Login (opens in a new tab)What happens next
We reach out
To arrange a time that suits you, in person or by video.
An introductory conversation
About your goals and situation. Ask us anything.
You decide
With no obligation at any step.
Please don’t include account numbers, Social Security numbers, or financial documents.
Introduce someone to us.
If someone you know could use a second opinion, here are easy ways to pass along our information. They decide whether to get in touch.
Send a note
Open a ready-written email that you can edit and send from your own account.
Write the emailShare our website
Copy our website address to paste into a text or message.
Pass along our overview
A one-page summary of who we help, what we do, and how to reach us.
Download the overview (PDF)