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  •  Tel: 337-234-4000

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In all things,

we put clients first

    You are here

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Services

Wealth Management

This is the big picture. We start with focusing on the life you want then fill in the plans from there.

Retirement Planning

The goal is for clients to live their retirement as they see fit with the least amount of risk necessary.

Legacy and Estate Planning

We work with you and other professionals to ensure your goals are met and wishes are carried out.

Portfolio Management

Your global portfolio returns are enhanced by the science of investing, tax management, and asset location.

Family / Marital / Life Changes

Protect your wealth from unjustifiable third parties.

Philanthropic Strategies

Get the most out of your charitable giving by having an efficient and effective plan.

Education Planning

If you want to help fund education for children or grandchildren, we can help you to plan for it.

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1005 East St. Mary Blvd., Suite 217
Lafayette, LA
70503 United States

  •  Tel: 337-234-4000
  •  harry@bartonllc.org

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