Broker Check

Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. Barretta Wealth Management can help get you there.

Welcome to Barretta Wealth Management

Our company is a comprehensive financial services firm committed to helping our clients pursue their long-term financial success. Through delivery of a committed level of personalized service, tailored to your financial goals, our customized programs are designed to strive to grow and preserve your wealth.

We encourage you to explore our site and learn more about the services offered by our firm. Should you have any questions or would like more information, please feel free to email us or call us at 916-293-8512. We look forward to hearing from you.

Contact us today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Barretta Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Barretta Wealth Management, we strive to solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With many investment strategies at our disposal, we'll help you work towards building long-term profitability through short-term planning.  No strategy assures success or protects against loss.

Insurance Services

A good defense is the best offense. Let Barretta Wealth Management surround you and your family.

Our Areas of Expertise

Market Summary

Financial Planning

Success has been defined as when your money works for you, not when you work for your money. At Barretta Wealth Management we make sure we know your financial goals so that we can work to ensure your financial needs are met.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Barretta Wealth Management will make it easy. Our comprehensive benefit strategies will leave your employees in good standing.

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Insurance & Annuities

Maybe an annuity is the right fit for you. With so many options available, Barretta Wealth Management will educate you about the differences and appropriately address your needs so you may pursue your future success.

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