The Barton-Sorensen Team offers a client-centric, sustainable, and dynamic approach to financial advising. Let’s break it down: 

Client-centric. We focus on crafting individualized strategies for our clients. High-touch service is our specialty, integrating the unique values of each client into their comprehensive plan. 

Sustainable. We prioritize long-term growth and ethical investment standards. Our portfolio management process is designed to take you to — and through — retirement. 

Dynamic. Markets change often, and so do investors. Whether your priorities shift because of changing life conditions, or you’re looking to capture new opportunities, we convey the energy and adaptability needed to capitalize.  

Reach out today to schedule your introductory meeting!