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Your Retirement Guide

Scott Barcomb

Founder & CEO

For more than 20 years, Scott has focused on helping clients work toward their retirement dreams. Specializing in wealth enhancement, preservation and distribution, he helps individuals and families craft a well-thought-out financial strategy to help them achieve their financial goals.

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Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

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Click here to examine your current financial situation and determine your retirement needs.

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DOWNLOAD THE GUIDE

Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises.

In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

GET YOUR INSTANT DOWNLOAD

Download the "Take Charge of Your Taxes" Guide

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*Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

What Our Clients Say

"It was not an easy decision, and it took me several years to make the final transfer… Compared to my previous asset management firm, Barcomb offers a highly personalized service."

Mark C.

"I have recently completed the process of moving my investments to Barcomb Asset Management. It was not an easy decision, and it took me several years to make the final transfer. It was a big decision to change investment management, and I tend towards caution in such matters.

Compared to my previous asset management firm, Barcomb offers a a highly personalized service, and it took me a while to recognize the value of that difference, to me.

A key driver of this personalized service, is the outstanding office staff. Barcomb Asset Management provide friendly, prompt and, and most of all, proactive, handling of our financial matters, The staff offers excellent service, giving me confidence that I will get regular reports, answers to my questions, and response to my concerns, quickly and effectively. I attribute this largely to the highly competent and experienced office staff that Barcomb has assembled.

Scott Barcomb, himself, is part of that highly personal service. By regularly meeting with us and explaining his thinking, and through his Weekly Commentary, I grew confident that my investment choices with him were the right ones for my situation. He speaks with common sense and in non-technical jargon, so that we can understand what is going on.

I am not so naive as to believe that we will always have positive investment results. However, I am confident that Scott and his firm will be be on top of any issues, and quickly assemble strategies to address more difficult times. I can’t ask for anything more.

I am very pleased with our decision to change our investment management firms."

Mark C.

This client was not compensated for their testimonial. This testimonial may not be representative of the experience of other clients. This testimonial does not provide guarantee of future performance or success.

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“Everyone at Barcomb Asset Management has been a pleasure to deal with… perhaps most important, we feel we’ve received good advice from Scott which has helped our portfolio grow.”

Deb & Jim M.

“We’ve been working with Scott Barcomb and the Barcomb team for over eight years now. Everyone at Barcomb Asset Management has been a pleasure to deal with. When we call with questions, we receive answers in a timely fashion which is important to us. Everyone on the staff is ready to provide the information we request. The staff is knowledgeable, but if there is something anyone is not sure of, they make certain Scott gets in touch with us to ensure we are comfortable. In addition, and perhaps most important, we feel we’ve received good advice from Scott which has helped our portfolio grow, we are happy to say.”

Deb & Jim M.

This client was not compensated for their testimonial. This testimonial may not be representative of the experience of other clients. This testimonial does not provide guarantee of future performance or success.

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