Alexander Barrett
16220 North Scottsdale Road, Scottsdale, AZ 85254
Location & Phone number
16220 N Scottsdale Rd Suite 390, Scottsdale, AZ 85254, United States
About the Business
Alexander Barrett is a finance institution located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. We specialize in providing comprehensive financial solutions tailored to meet the unique needs of each client, ensuring stability for today and the future. Our team of experts empowers decision making with expert guidance, offering seamless financial management for families and individuals.
We offer bespoke investment strategies aligned with your financial objectives, providing access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to offer objective, holistic advice.
Our services cater to various trusts, including dynasty trusts, annual exclusion gift trusts, and revocable trusts. We provide fiduciary oversight, account management, comprehensive reviews, and assistance with distributions and bill-pay services.
Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services, allowing you to focus on what matters most to you. Our goal is to develop a deep relationship with each client to ensure that the strategy we assemble aligns with their financial and personal objectives.
At Alexander Barrett, we are committed to providing top-notch financial solutions to help you achieve your goals and secure your financial future.
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