Your Thinking
SHIFT
We provide a way to shift your thinking from how to manage money to how to live your life.
Investment
Guidance
We provide personalized investment guidance
tailored to each of our clients' unique goals.
Friendly Assistance
Our clients appreciate our friendly, personal help
with every area of their financial affairs.
Financial Planning
We create an individualized wealth management strategy to help you and your family reach your financial objectives.
Investment Management
Our strategy is to create and maintain balanced portfolios, tailored to the level of sophistication and risk appropriate for your life stage.
Retirement Income Planning
Based on an analysis of your financial resources and spending needs we create a comprehensive plan to help you reach your retirement goals.
About Us
Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer.
Check the background of Wealth Alliance on FINRA’s Broker Check
Why Choose Us?
Experienced
We bring a combined 30 years of experience providing expert financial advice.
Innovative
Our team has developed proprietary financial planning software.
Professional
Clients enjoy superior service from our qualified professionals.
Our Team
Kevin Barrett
CPA (inactive), CFP® | President
A native of South Africa, Kevin moved to the United States at age nineteen to attend the University of San Diego where he graduated magna cum laude with a Bachelor of Arts in Accounting. Read more
Jason Barney
ChFC, EA | Investment Advisor
Jason holds a Chartered Financial Consultant (ChFC®) designation.
Read more
Michael Newman
Financial Analyst
As a team member at Wealth Alliance, Michael assists with investment modeling and analysis. Read more
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
Note: Your details are kept strictly confidential as per our Privacy Policy.