Barwick & Partners, Inc.

Barwick & Partners, Inc. is an investment advisor firm established in 2015, offering planning and ongoing management services in areas such as income tax, investments, business succession, and estate planning. The firm's principal owner, Jon A. Barwick, also serves as a Named Fiduciary for certain clients, assuming a specified fiduciary role over certain client entities and assets. Barwick & Partners does not provide compliance services and focuses on assessment, planning, and customized implementation recommendations in coordination with the client's other professional advisors. The firm typically works with high net worth individuals or families with assets ranging from $50 to $500 million, often derived from privately held businesses or inheritance. Clients have the option to impose restrictions on investing, and the firm provides tailored advisory services based on the client's financial objectives. Barwick & Partners may engage clients on a discretionary or non-discretionary basis, with a minimum annual fee of $50,000 for planning-only clients. The firm recommends Charles Schwab & Co., Inc. as a custodian for client assets and does not engage in directed brokerage. Barwick & Partners does not receive compensation for the sale of securities or referrals and has no disciplinary events to report. The firm does not have financial conditions impairing its ability to meet client duties. Clients receive account statements directly from the custodian holding their assets, and the firm conducts periodic reviews of client accounts and investments.