Steven W. Barrett

Equipt, presented as Strategically Balanced Investments and Insurance, is a financial planning and wealth management practice that helps individuals, families, and business owners make informed decisions about their money. Its approach is tailored rather than one-size-fits-all, matching financial strategies to each client’s goals, circumstances, lifestyle, and tolerance for risk. The firm serves people at different stages of life, including first-time investors, working professionals, women, small business owners, and those preparing for retirement.

Its services include financial planning, investment guidance, retirement planning, education planning, estate strategy, insurance, tax-related resources, and debt management. The practice also offers business services and financial education resources, such as articles, videos, calculators, and a glossary. Its planning process begins by learning about a client’s finances and priorities, identifying goals, and building a strategy that can adapt as life changes. Prospective clients can request a complimentary introductory call to discuss their portfolio and needs. Securities and investment advisory services are offered through Osaic Wealth, Inc., a FINRA/SIPC member, with service availability limited to specified states.