Our values

We work to preserve and grow your assets, to protect your present and to enable your future. Our team's 150 years of combined experience allows us to implement solutions that are:

Tailored

You and your Family are unique. Our approach focuses on identifying your particular needs, then we recommend solutions tailored to your specific goals and evolving circumstances. This roadmap for your life is designed just for you.

Lasting

You have likely overcome financial challenges in your life, so you value the preservation of your wealth and its seamless transfer to the next generation. Our trust and estate planning services can help you weather market volatility and preserve your legacy for generations to come. 

Customized

Your financial life is larger than your balance sheet. Our team's collective knowledge allows us to create investment plans and provide customized life guidance that integrates with your vision for your family and your future. 

 

 

 

Proud to work with a nationally recognized teammate

At King, Barrios & Bartlett Investment Group, we are very proud to have a member receive prestigious industry awards -- because it means we are serving our clients well. Congratulations Brian!

  • Brian King
    • 2019, 2021, 2022 Forbes/SHOOK Best-In-State Wealth Advisor
    • 2019, 2020, 2021, 2022 Barron’s Top In-State Financial Advisor

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the King, Barrios & Bartlett Investment Group

Serving our community

During the COVID-19 pandemic, we teamed up with two other local businesses and Papa Murphy's to provide over 3,000 pizzas to help feed families in need. Check out more of our community involvement activities here

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more