Founded in 1995, our financial advisors at Barrows Wealth Management, LLC offer holistic wealth management designed to suit your goals for retirement, estate planning, insurance, education planning, business succession, income protection, and various special situations.
Our financial planning process begins with a no obligation, complimentary consultation during which we discuss your financial objectives and concerns to determine how best to advise you, paying close attention to your financial strengths and weaknesses. We’ll gather information about your current situation and work with you to prioritize your goals. Together, we will develop and prioritize strategies to assist you in achieving those goals and help you execute your plan.
Of course, your financial planning needs will change over time as your life circumstances do, and we’ll help you adapt or change your strategies. Together, we’ll decide how often we should meet to review your portfolio and ensure that you’re on target to meet your goals.
Our Value Proposition
We provide financial peace of mind to closely held business owners, semi and emerging affluent families who have multiple wealth management needs. Our client focused wealth management includes tax-efficient solutions for clients who wish to accumulate, protect, and transfer their wealth.
Why choose Barrows Wealth Management, LLC?
We will help you look at your money more objectively; examining how it can best help you achieve financial security and independence. We believe that perspective and balance in the financial picture is a critical element to financial success in both good markets and not so good ones.
If objective advice from an unbiased, experienced advisor makes sense for your financial future, let’s talk.
Denise B. Barrows, CPA, CFP®
Denise came to the Chambersburg Area in 1981, and has been engaged in the public accounting profession for over 30 years. Earning her CPA license in 1984 and her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1988, has enabled Denise to assist clients in meeting their personal financial goals. She is a licensed financial advisor with 1st Global Capital Corp. Member FINRA/SIPC located in Dallas, Texas.
Denise lives in St. Thomas with her husband, Jeff and has two sons. Brian is a graduate of Methodist University and lives with his wife, Brittani, in Clarksburg, MD. Ben is a graduate of Mercersburg Academy and is majoring in Economics at Denison University.
Address:
239 Lincoln Way East,
Chambersburg, PA 17201
Phone: 717.267.3572
Fax: 717.267.3345
Website: http://www.bsgwealth.com/