# Steven W. Barrett

- **Website:** <https://sbwii.com>
- **Primary alias:** `sbwii.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [twitter](https://twitter.com/swbarre)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idseh0Z2mA/w/600/h/106/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793220331638)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idseh0Z2mA/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793220331821)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Whiskey | #d09573 | accent |
| Downriver | #081d4d | dark |
| Anakiwa | #a2e2ff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

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_Source: <https://brandfetch.com/sbwii.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._