Working together to bring you more

Years spent consulting one another on important investment decisions, a changing wealth management landscape, and increasingly complex client needs led Matt and Jeff to formalize their partnership, combining their independently successful firms into one: Barasch - Wellwood Wealth Partners. Backed by a team of accomplished and skillful professionals, our practice merges Matt’s extensive capital markets experience with Jeff’s entrepreneurial background and experience in wealth management to provide best-in-class client services.

Matt Barasch photo

Matt Barasch, CFA

Senior Portfolio Manager


Jeffrey Wellwood photo

Jeffrey Wellwood, CIM, CFP

Senior Portfolio Manager & Wealth Advisor


Ann-Marie Riddell photo

Ann-Marie Riddell, CIM

Senior Associate Advisor


Karen Barasch photo

Karen Barasch

Marketing Associate

Discover the Barasch - Wellwood difference

We work tirelessly so you can rest easy, knowing your wealth is in the best care.

team members