Barret Roosa
Barret is your shield against unnecessary loss, your guide to tax savings, and your ally in turning every one of life’s transitions into your financial advantage.
Barret is a Financial Advisor with a banking background, giving him the ability to analyze all aspects of personal and business balance sheets. With his intimate knowledge of what his clients value most, Barret employs creativity in financial planning and portfolio construction. With Barret’s background, coupled with his style, he strives to minimize taxes, grow wealth, manage downside risk with the use of high quality, low cost, and diversified investment options.
Barret and his wife Heather have been married 23 years, relocated to Tampa in 2017, and have three children. Lauren, 30, is a chorus & drama teacher for a Lakeland middle school. Austin and Emilie who are 19 and 1, respectively are both high school students. Not to be forgotten is their 4-legged daughter and lab mix, Shea.
Barret attended Florida State University and enjoys boating, skiing, traveling, and working on cars.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management