Barnes Wealth Management Group, Inc.
Barnes Wealth Management Group, Inc is an investment advisory firm headquartered in Bakersfield, California. The firm specializes in wealth management, financial planning, retirement and tax planning, and estate planning services, primarily serving individuals, high-net-worth clients, and pension/profit sharing plans. Founded in California, the firm employs approximately 10-11 employees, with a strong focus on personalized and comprehensive financial solutions for clients across the lifecycle of wealth.
Investment Strategy
Barnes Wealth Management Group provides disciplined, time-tested investment strategies tailored to each client's unique financial goals and risk tolerance. The firm emphasizes proactive, personalized portfolio management and comprehensive financial planning, including retirement, tax, and estate planning, aiming to help clients achieve and maintain 'true wealth.' Investments are allocated across diversified portfolios based on careful evaluation of each client's circumstances, employing a goal-based approach to financial security and growth.
Top Holdings
Equity Positions (166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 4.96% | $8.4M | 181,594 | $45.23 | $46.23 | -$134.4K |
I IVV | ISHARES TR | 4.22% | $7.1M | 11,510 | $588.68 | $620.90 | -$2.9M |
Q QUAL | ISHARES TR | 3.83% | $6.5M | 35,496 | $178.39 | $182.82 | +$815.3K |
I IVW | ISHARES TR | 3.83% | $6.5M | 58,867 | $101.25 | $110.10 | +$1.1M |
D DYNF | BLACKROCK ETF TRUST | 2.89% | $4.9M | 89,757 | $51.23 | $54.46 | +$601.9K |