Strategic Wealth Management

Built Around You

At Casey Barrett, we support you in growing, protecting and optimizing your opportunities to build wealth through our tailored, client-centric approach.

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Casey Barrett FIS - Financial & Insurance Services - Sonoma County California
Who We Are

Your Partners in Strategic Wealth Management

At Casey Barrett, we believe that financial success is, at its core, fueled by strategy, confidence, and having the right advisors by your side.

Financial planning is an act of creating a secure, strategic, and confident future for you and the people you care about.

At Casey Barrett, we believe in a different kind of wealth management—one that prioritizes education, strategic planning, and long-term financial success.

Founded by Thomas Casey and Brian Barrett, our firm is built on a foundation of expertise, trust, and an unwavering commitment to our clients.

We don’t just manage wealth; we empower you to take control of it.

Our Role

Ongoing Partnership & Advisory

From experienced investors to people just dipping their toe in the water, we support you in building a plan to reach your wealth building goals.

As the market evolves, so should your strategy. We’re with you every step of the way.

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Understanding Your Vision

We start with a deep dive into your financial goals and start building a map of where you’re at and where you want to grow.

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Building Your Strategy

We infuse our expertise to support you in building a tailored, strategic, and data driven plan designed for your long term success and achieving your wealth management goals.

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