The Generosity Advisor

Known as 'The Generosity Advisor,' Kirk Barrett believes that wealth management should be driven by purpose. He partners with families and veterans to design financial roadmaps where personal security and societal impact go hand-in-hand. By leveraging his unique background as both a CFP® professional and an IRS Enrolled Agent, Kirk specializes in stripping away the tax friction that erodes wealth. His goal is simple: to give you the clarity and confidence to live your best life, minimize your tax burden, and efficiently transfer your assets to the next generation and the charities making the world a better place.