James Barrett

Financial Advisor

  • MBA
FINRA BrokerCheck
1475 E Woodfield Rd, Ste 900
Schaumburg, IL 60173
847-969-2576 Visit my website Back to Advisors in Illinois

About my practice

Proud Scotsman living in Chicago - yes, I own a kilt, play golf and love single malt - Northwestern University grad with a Kellogg MBA, I specialize in helping professionals and families by creating holistic and comprehensive financial plans. Areas of expertise include: tax efficient wealth accumulation, risk management, education planning, major purchase planning and everything in between.

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