Family Office
Barker Wealth Management, LLC
Mt Lawley, WA, Australia
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Barker Wealth Management, LLC is a financial advisory firm specializing in wealth management and investment advisory services for individuals and families. Based in Salt Lake City, Utah, the firm provides personalized financial planning, portfolio management, and retirement planning solutions. Founded in 2003, Barker Wealth Management is known for its client-focused approach and fiduciary commitment, serving a diverse clientele with tailored strategies to help achieve long-term financial goals. The firm has established a reputation for transparency and integrity within the financial services industry.
Links
Want to know if Barker Wealth Management, LLC is the right fit for your deck?
Drop your pitch deck. Claude scores it on the 8 dimensions VCs evaluate and tells you which of the 40,000+ firms in our database are the best matches.
Score your deck (free, 30 seconds) →