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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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Stocks/ Bonds
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Estate Planning
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Charities/ Foundations
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Life Insurance
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Long-Term Care
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Qualifications:
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CFP (Certified Financial Planner)
Raymond James Investment Management Consultant
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Minimum Account Size:
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$500,000.00
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Fee Structures:
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Planning Fee
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Asset Based Fee
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Commission
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Years of experience:
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21
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Education:
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Bachelors degree in Business, University of Florida
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Age:
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Foreign Languages:
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Spanish
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English
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Religion:
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My value to clients:
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Realizing your dreams, no matter what shape they assume, requires having the financial means to make them happen. Your wealth management plan includes making intelligent decisions and properly allocating your portfolio's assets. As you journey through life, our role is easily defined.
We help you achieve your vision.
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Investment/ Business Philosophy:
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We are committed to the idea that a wealth management plan is a far broader concept than merely adding to your net worth - it is a plan for achieving your goals throughout your life.
The Barkow Wealth Management Group of Raymond James & Associates includes Scott Barkow, CFP (Certified Financial Planner), Keith Ginsburg, CFP (Certified Financial Planner), and Martha Aleman.
Our website is http://www.barkowgroup.com
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Target Clients:
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The Barkow Wealth Management Group specializes in the areas of portfolio management, retirement and estate plannning, insurance and corporate finance. Clients include pre-retirees (those 5-10 years before retirement), retirees (especially those retired 5-10 years), divorced clients, non-U.S. clients and many others. For corporate clients, Scott and the Barkow Group provides assistance with employee stock options, deferred compensation, restricted securities and corporate cash management. For foundations and endowments, Scott creates an investment policy statement for the organization and then manages the assets according to the investment policy.
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Personal/ Additional Details:
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Scott is a member of the Dade County Public Schools business Technology Advisory Board, the South Florida Business Hall of Fame Selection Committee and the United Way of Miami Dade Endowment Committee. He also is a member of the Financial Planning Assocation. Scott lives in Pinecrest with his wife and two children.
Disclosures:
Raymond James & Associates Financial Advisors may only transact business in states where they are registered. Follow-up and individualized responses, involving either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made to persons in states where the Financial Advisor is not registered.
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