Barrington Wealth Management

Overview

Barrington Wealth Management identifies Chicago, Illinois, and Fernandina Beach, Florida, as its firm locations.¹²³ The firm says it works with business owners and multigenerational families, as well as individuals, families and businesses.¹³²⁵ Investment advisory services are offered through CWM, LLC, an SEC registered investment adviser, with Carson Partners identified as a division of CWM, LLC.¹¹

History

Jim Quigley founded Barrington Wealth Management in 2007.⁷ His SEC employment record lists Barrington Wealth Management as his employer from March 2007 to the present.⁶ The firm states that it became a partner firm of Carson Group Partners in 2006.¹⁰

Jim Quigley’s biography says he has provided financial advice to affluent families and business owners since 1988.⁸ The firm’s community page states that the Quigley family founded Hope’s In in 2012 and remains active in its leadership.²⁹ Hope’s In projects in Guatemala City include home building, medical clinics and sports camps.³⁰

Timeline

1. 1988Jim Quigley’s biography says he has provided financial advice to affluent families and business owners since 1988.
2. 2006The firm states that it became a partner firm of Carson Group Partners in 2006.
3. 2007Jim Quigley founded Barrington Wealth Management in 2007.
4. 2012The firm’s community page states that the Quigley family founded Hope’s In in 2012 and remains active in its leadership.

Leadership

Jim Quigley is CEO, Lead Wealth Advisor and Strategist.⁴ He holds CFP® and CEPA designations.⁵ His biography describes him as based in Fernandina Beach, Florida.⁹

Chloe Quigley Copple is Wealth Advisor and Director of Business Exit Planning.³¹ Her IAPD employment record lists Barrington Wealth Management employment beginning in May 2019 and continuing in later records.³²

Garrett McGovern is Wealth Advisor and Director of Family Wealth Strategy.³³ His IAPD employment record lists employment with Barrington Wealth Management from February 2018 to the present as Director of Family Wealth Strategy.³⁴

Jim Quigley’s biography also identifies Jenn, Garrett, Ashley, Chloe and John as team members at Barrington Wealth Management.²⁸

Services

Business owner services include business exit strategy, family business succession planning, business valuation and risk management.¹⁴ The firm’s “Why BWM?” page describes personal financial planning and exit planning that includes business valuation, analysis and personal transition planning.²⁴

Services for multigenerational families include retirement planning, investment management, tax strategy and estate planning.¹⁵ General services include financial planning, investment management, retirement planning, tax planning, estate planning and private client services.¹⁶ The firm describes private client services as individualized assistance for clients whose financial situations are highly complex.¹⁷

The firm says its financial planning team reviews a client’s present circumstances and prepares a plan directed toward financial freedom.¹⁸ Its tax team includes CPAs who review recent tax returns for potential savings or restructuring opportunities.²⁰ Its estate planning team develops tax efficient estate plans and explains asset distribution.²¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Business owner services
• Retirement planning

Client focus

Barrington Wealth Management focuses on aligning business owners’ personal and business planning.²⁶ Jim Quigley’s biography lists a professional advisor network covering business exit planning, estate planning, tax, liability management, personal coaching, college counseling and philanthropy.²⁷

Investment philosophy and approach

The firm says its investment process relies on established strategies applied with discipline and ongoing portfolio attention.¹⁹ It describes its broader emphasis as simplifying complex matters, multigenerational planning, family business expertise, transferability and personalized advice.²³ The firm says its work is intended to support clients’ financial aims, their families’ needs and the broader communities around them.²²

FAQs

Related resources

• LocationMultifamily offices in Chicago

  The Chicago multifamily offices page helps readers compare how wealth firms in the region may serve business owners and multigenerational families. It offers local context for considering investment management, financial planning, tax planning, estate planning and retirement needs under one advisory relationship.

• Network siteEstatePlanner.com

  EstatePlanner.com provides plain language guides on wills, trusts and estate planning topics. These materials can help families and business owners prepare questions about wealth transfer, beneficiary choices and legacy goals when reviewing estate planning alongside tax planning and investment management services.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com lists family owned companies and offers playbooks for ownership, succession and governance topics. Business owners can use these resources to identify planning questions involving family roles, business continuity, retirement preparation, risk management and the relationship between company and household finances.

• GuideOutsourced CIO vs multifamily office

  The Outsourced CIO versus multifamily office page explains how these two arrangements differ in scope and responsibilities. It can help a business owner or family decide whether they need portfolio oversight alone or broader support that may include financial planning, tax planning, estate planning and insurance.

• Similar firmsMindful Wealth LLC
  WindRock Wealth Management
  Aurelien Capital Partners

  Profiles of Mindful Wealth LLC, WindRock Wealth Management and Aurelien Capital Partners give readers additional firms to review on this site. Comparing their stated client types and services with Barrington Wealth Management's focus on families, individuals and businesses can clarify which questions to ask during an initial search.

Sources

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Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.