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Shhh…. 5% Treasury Rates Are Crushing the Interest Banks and SFERS’ Deferred Comp is PayingPropped-up Real Estate Values Surface in Individual Investors’ MarketHow the Stock Market Decline Can Benefit Retirees’ Traditional 401k’s and IRA’sWhy Public Safety’s Paychecks Must Be ReducedRegarding Those Insurance Pitches at SFPD Roll Calls: Don’t Be Fooled

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What we can do for You

Our primary strategy is to preserve and grow our clients’ families’ wealth
for future generations.

Investment Services

Tax Coordinated Investment

Asset Titling

Roth vs. Traditional

Insurance Analysis

So, does your advisor provide all these services?

Tre Api

In 16th century Florence, brothers Carlo and Antonio Barberini were successful grain, wool, and textile merchants. In 1537, Antonio and his nephew Francesco moved to Rome where Francesco drove the business to great wealth. The Barberini family rose to prominence in 1633 when Francesco’s nephew, Maffeo Barberini, was elected Pope Urban VIII.
The Barberini’s family crest sports three bees and thus the translation in Italian to: Tre Api Wealth Management

– Jim O

"Lou developed a financial plan that met my long term objectives. I found Lou to be trustworthy and very knowledgeable. I would highly recommend him."

– Kathy R.

"Lou Barberini has been my trusted advisor for years. He is passionate about investing and especially individual stocks. He stays current by reading multiple publications- daily. I infrequently make recommendations, but I highly recommend Lou to help manage your portfolio."

– Mike D.

"Lou guided me through some complicated tax codes on my stock options several years back, and I have been working with him ever since. He's a smart stock picker, always considering a company's business prospects and balancing against how expensive the stock is. I especially like that he hasn't piled me all in at the market top, and instead waits for pullbacks to get my portfolio invested. Lou is very honest, and easy to communicate with."

– Arthur W.

"I have been a value investor for more than 25 years now, and always will be. My personal advisor and friend is Lou Barberini. He is passionate, knowledgeable, trustworthy and has a genuine interest in achieving my personal financial goals. His integrity, meticulous attention to details and his up-to-date reporting gives me the confidence I need in a financial advisor."