Wealth Management

Since 1975, Barry Financial Group has taken the time to explain financial and investment planning in real world terms that can be easily understood.

The challenges our clients face runs the gamut. These challenges may include maximizing the value of their assets, planning for their retirement, carrying on after a loved one has passed away, sending children and grandchildren to college, personal and estate tax* planning.

Our approach to planning is methodical and detailed, allowing us to respond to individual needs only after we have listened to the concerns and goals of our clients. The strategies we suggest are meant to provide continuity to form a bridge between the concept and its realization.

Accordingly, our approach to investing is based on careful deliberation, and is consistent with our belief in long-term investing (7 to 10 years).

Barry Financial Group offers a wide variety of programs that may be used independently or in tandem with one another. We are most proud of the INNER CIRCLE CLUB, which has enjoyed the benefits of ongoing personalized wealth management.

THE INNER CIRCLE CLUB (ICC) was formed in 1986 to provide services beyond the ordinary. These services include professional wealth management, estate and tax* planning, creative use of life insurance and assistance with your personal financial affairs. The fee for ICC membership is usually a set percentage of the total assets under management.

The following lists the benefits and advantages of membership in the Inner Circle Club:

• A consistent, disciplined approach to investing
• Direct access to a designated Family Wealth Manager
• Quarterly updates and personal meetings with your Family Wealth Manager as
  needed.
• Cash Management Account
• Timely response to your questions
• Net Worth Statements and Comprehensive Evaluations
• Cash Flow Analysis
• Reports and bulletins
• Private Client Seminars
• Specialty Departments for
  - Life Insurance
  - Long Term Health Care
  - Estate Planning
• Professional references list of Board Certified estate planning and tax attorneys

In addition to the Inner Circle Club, we also have BROKER DEALER CLIENTS. These clients are also offered traditional investment and banking services, however, the compensation for these services are commission based rather than on a management fee basis.

* Please read the tax & investment disclaimer accessible on the home page