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How We Help


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How We Help


 

There is a constant balancing act between living for today and preparing for tomorrow. Figuring out how to use your wealth to live a comfortable life today and still take the right steps to confidently position yourself for tomorrow often generates more questions than answers. 

We can help answer those questions, empowering you to make smarter money decisions and utilize our creative financial strategies so you make steady progress towards all of your financial goals. 

Our wealth management programs offer solutions for every stage of your financial life-cycle, because you need different kinds of advice as you transition through your life. All of our wealth management programs are built upon our core beliefs; 

  • Everyone can benefit from professional unbiased financial advice
  • Your needs and expectations drive our relationship
  • Financial planning is at the heart of "real" Wealth Management
  • A "flat-fee model"  is the best way to not overpay for your advice
  • There are creative financial solutions that will move you forward

Your wealth is only valuable to the extent that it allows you to enjoy what is most important to you. Your wealth should provide  Comfort, Confidence and Freedom for you and your family. This is why our Wealth Management Solutions are about more than just managing possessions. It's about creating a financial life you can live on your own terms. 

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Outcomes


Outcomes


Wealth Management Membership Programs

Money and Wealth mean different things to different people. But, there are a number of common outcomes our Clients are interested in achieving with their wealth. 

First and foremost you want to be confident that you've made the best decisions and that your money is positioned correctly to move you toward your goals. 

Next, you want financial independence. You want the freedom to pursue what is most important to you and your family. The freedom to experience life, improve your well-being and build great relationships. 

You probably have a vision of your ideal future, a level of comfort that you've held in our minds-eye as a long-term goal. Our Clients want this vision of their future to be their reality. 

Effective wealth management may seem a daunting task, from clearly understanding your values to analyzing spending, investing, taxes and risk, our comprehensive services are designed to address these complex challenges so that you can face the future confidently. 

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About Us


About Us


Something About Us

Mission

Our commitment to planning and not products remains central to our company culture as well as the design and implementation of the services we offer.  Even our investment management program is built on a base of planning related tools. 

A thorough and clearly defined plan is key to being able to manage and measure progress toward your goals. 

The important work is in defining what matters most to you, and then answering the followup question; "what do we do next?"

 

 

BOB BARRY, CFP®

President and CEO

In 2003 during his term as National Chairman of the Financial Planning Association, (FPA) Research Magazine featured Bob in an article titled, "The Apostle of Planning" and in assessing his strengths, called him, "the profession's most eloquent voice."

The profession has been served by any number of organizations over the last forty-years. The IAFP (International Association for Financial Planning) was one of those organizations. Bob served on the Northern New Jersey IAFP board for seven years, including three years as the Chapter's President. He was then elected to the IAFP National Board in 1993, serving as National Ethics Committee Chair, Chair of the Strategic Issues Advisory Council and three years on the IAFP Executive Committee.

In 1999, eight individuals four from the IAFP and four from the Institute of Certified Financial Planners (ICFP) were chosen to negotiate the IAFP/ICFP merger which would ultimately combine the nations two largest financial planning organizations. Bob was one of the eight individuals chosen to accomplish this important task. 

The resulting organization, the Financial Planning Association (FPA) was formed in 2000. Two years later, Bob was chosen as FPA's first elected National President serving his term in 2002, followed by a year as National Chairman in 2003. Bob has also been recognized in Marquis, Who's Who In The World. 

Bob lives in Washington New Jersey.

 

 

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Connect


Connect


We've worked hard to make connecting with us as easy as possible. 

Know that having a conversation about where you're at today and where you're headed, is always provided without pressure, at no cost or obligation.  Talk with us, and learn more about how we can help to play a pivotal role in working with you to design a life lived on purpose. 


Call at any time, our number is 908.223.1496

Business hours are 8:00 AM till 4:00 PM  Monday-Friday.  Evening and weekend hours are available on request. 

Visit our Offices 

|  2 West Washington Avenue |  Suite 209 | Washington, New Jersey 07882  |

 

Submit A Web Form

Regular Mail or Express Mail 

You can mail or express mail us at our office address. 

2 West Washington Avenue

Suite 209

Washington, New Jersey 07882