Barrett Capital Partners was founded in 2021 by Patrick Barrett and Joe Barrett. We founded the firm so that we could improve the service and offerings available to our clients. Barrett Capital Partners is an independent investment firm, not beholden to the limitations of a large brokerage firm or any other product provider. Long story short, the client is the only judge.
A little about us…
Patrick is a Certified Financial Planner and has over 20 years of experience as an investment advisor. He has owned his CPA firm, Patrick J. Barrett CPA’s P.C. since 1986. He has 3 adult children, including Joe, and lives with his wife in Weymouth.
Joe brings more than a decade of experience in portfolio management and financial planning. After attending BC High, Joe graduated from Loyola University in Maryland with a degree in Finance in 2012. Joe and his wife live in Marshfield with their two children.