Personalized wealth preservation & growth through a disciplined approach
Welcome to King, Barrios & Bartlett Investment Group, a team of high-net-worth advisors within RBC Wealth Management who posses a combined 75 years of investment experience. The King, Barrios & Bartlett Investment Group team is led by founding partner and Senior Vice President - Financial Advisor Brian King.
Committed to consistent wealth preservation and growth, King, Barrios & Bartlett Investment Group's investment professionals and chief strategist work together seamlessly to create, implement, monitor and report a highly personalized asset management strategy. King, Barrios & Bartlett Investment Group's comprehensive investment approach is enhanced by leveraging RBC Wealth Management's history, global footprint and depth and breadth of expertise.
Our established, disciplined investment philosophy delivers a high level of service, with the utmost transparency, integrity and confidentiality. Our approach has resulted in substantial assets under management for high-net-worth individuals, business owners and institutional foundations. Services include:
- Asset management
- Wealth management planning
- Estate planning
- Insurance planning
- Banking and lending needs
Based in the Boise area (Eagle), the King, Barrios & Bartlett Investment Group consists of:
- Four investment professionals
- Two administration professionals
- Chief strategist
- Certified Financial Planner
- Two Accredited Wealth Managers
- Estate and insurance professionals
- Wealth management coordinator
- Professional branch manager
- Lending specialist
Contact King, Barrios & Bartlett Investment Group
We look forward to a conversation with you about how we can best meet your long-range private wealth preservation and growth goals and objectives.