Build Wealth, Amplify Your Impact: A Life of Purpose and Prosperity Awaits.
We partner with successful individuals, families, and organizations to integrate strategic charitable giving with comprehensive wealth management, ensuring your financial success aligns with your values and legacy goals.
Meet Kirk Barrett - "The Giving GUy"
Why Charitable Giving is My Focus
After the pandemic, I took a hard look at what I wanted from my work—and realized it needed to be more meaningful. Financial planning gave me that opportunity. I found real purpose in helping people give in smart, strategic ways—where their generosity creates impact and aligns with thoughtful tax planning.
My motivation is rooted in experience. I’ve seen loved ones struggle financially and fall victim to poor advice. My military service during Operation Southern Watch in Saudi Arabia and in the Balkans, helping keep the peace after civil war, shaped how I view service, sacrifice, and legacy.
For me, this work isn’t just about numbers—it’s about helping people use their resources to make a difference. I want to live a life of contribution, and I want my kids to be proud that their dad stood for something bigger than himself.
— Kirk Barrett, MBA, CFP® , EA
Who We Empower
We specialize in guiding clients who want their wealth to serve both their future and the causes they care about.
Philanthropists & Charitable Givers
Seeking to maximize their charitable impact while minimizing taxes.
Real Estate and Land Owners
With large capital gains looking for smart ways to convert assets into legacy.
501(c)(3) Organizations & Foundations
Seeking to increase donations and optimize their donor strategies.
Executives
With equity compensation or concentrated stock positions wanting to diversify intelligently while supporting causes they care about.
Business Owners
Preparing for an exit or succession, especially those with highly appreciated business assets.
OUR SERVICES
Strategic Charitable Giving
Maximize your philanthropic impact and tax benefits through expertly structured giving vehicles and strategies.
Estate & Trust Planning
Create a lasting legacy that reflects your values and provides securely for your loved ones.
Financial Planning
Comprehensive retirement and income strategies tailored to your unique goals, timeline, and philanthropic vision.
Portfolio Management
Evidence-based investment strategies carefully aligned with your risk tolerance, values, and long-term objectives.
Longevity Planning
Develop aging-in-place strategies that provide financial security and peace of mind for your future.
Our Process
If you choose to move forward, we put your plan into action and make ongoing adjustments as your life evolves.
Discover
We start by a free consultation to understand what matters most to you — your goals, your assets, and your values.
Plan
We create a clear, actionable plan that balances wealth-building, tax efficiency, and giving strategies for you.
Implement
Once you review the plan and you choose to move forward, we put your plan into action and make ongoing adjustments as your life evolves.
Why Partner With The Giving Guy?
Our Commitment To You
Fiduciary Guidance
Your best interest is our only interest. As CFPs® and fiduciaries, we are legally bound to act in your favor.
Tax-Smart Strategies
Maximize impact, minimize taxes. We leverage sophisticated strategies to make your charitable giving and investments highly tax-efficient.
Mission-Driven Approach
Align your wealth with what matters. Your financial plan is a reflection of your values, not just your net worth.
Professional Excellence
Decades of insight, Fortune 500 backing. Benefit from proven expertise and a disciplined approach to financial planning and investment management.
Ready to Build Your Life of Purpose and Prosperity?
Let's discuss how tailored financial planning and strategic giving can amplify your legacy and secure your future. Take the first step today.
Get In Touch
