About Us
Our firm was formed over ten years ago At Growth-Wealth Brokers, we are a trusted financial investment firm dedicated to guiding businesses and individuals through their most complex financial challenges while helping them seize new growth opportunities.
As fiduciaries, we are held to the highest standard to our clients to ensure we conduct extensive due diligence, research, and analysis to take the best steps forward for you.
Our strength comes from a commitment to collaboration, bringing together a diverse team of experts who share one goal: delivering lasting value. We believe in building relationships grounded in integrity, insight, and reliability — creating solutions that empower our clients today while laying a strong foundation for tomorrow.
Jonathan Barrett CFP®
Founder, CEO and Managing Partner
Michael Brook CFP®
Senior Partner / Stock Advisor
Sarah Whitman RPS®, HLP®
Partner, Director of Development
Heather Aguinaldo
Client Services Associate
Jonathan Myers
Partner | Chief Operating Officer
Aaron Paglia
Partner, Financial Advisor
Samantha Perrette
Executive Assistant
Our Services
Financial Planning
Defining your goals and formulating a plan is the first step in our process. College planning, legacy planning, home purchase, risk management or saving for the future, developing your plan is integral to your success.
Investment Management
Our customized portfolios offer a full range of investment options to meet your specific needs. Whether you’re focused on asset accumulation, tax mitigation strategies, protection or distribution, we will work together to build your personalized strategy.
Planning for Retirement
Everyone has a goal of financial independence that is unique to them, we help you design that road map so your dreams are achievable.
Solutions for Family Protection
No one can ever be emotionally prepared for tragedy, but we can help you and your family be financially secure in all scenarios.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Headquarters
Rockwall, TX 75081