About
Guidance
We Are
Your Compass
At Total Assets Wealth, we are more than just a financial advisory firm; we are your compass, your GPS in the world of wealth management. Founded in 2010, our name encapsulates our mission: Goal-Plan-Success. Just as a GPS guides you to your destination, we help you navigate the complexities of financial planning to pursue your goals.
Dedicated
Meet Our Team
Our team is a collective of dedicated professionals who bring a wealth of experience and a commitment to excellence. Led by our lead advisor, Cyndi, we work together to provide you with a comprehensive and personalized financial plan.
Cyndi Barnett, CFP®
Founder + Financial Advisor
My journey in the financial world is deeply rooted in my personal experience as a business owner and my relentless drive to build something meaningful from the ground up. I hold several certifications, including Certified Financial...
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