Barry capital Management, Inc.
Membership Programs and Investment Advisory Services
We have a core belief that Wealth Management Planning, the blending of the "art" and "science" of personal financial life planning and it's components forms the best backdrop against which to chart a course toward a brighter financial future.
The reality is that our lives are complicated more than even we think that they are and there are a multitude of factors that should be considered or weighed in setting a course for our financial future. An important part of that is forulating a strategy overview that touches all the philosophies and beliefs that we have about how we got to where we are, why we're here and where we're headed and few of the answers to these questions are mathematical or technical in nature. They are, in sum and substance a statement of our desire and intent. Who do we want to be when we're our very best selves.
Then we need incorporate the equally as important components of sound financial management, see if we have the right insurance programs and benefits in place to protect us, the right savings and investment program to ensure we have adequate cash and liquidity for emergencies. Is our mix of assets right in light of our future goals? Are we investing enough? Are we investing too much and tipping our balance sheet in an "out of balance" way? What impediments and opportunities will tax law, monetary policy, fed policy and the markets own unique twists and turns present to us and will be able to know how we're doing relative to our long term strategy.
Course adjustments are inevitable, mistakes and miscues can largely be avoided. A large part of growing your wealth comes from making simple decisions; don't waste time or money. Be cautious when needed and aggressive when it counts.
Most times, there's an evolution to a Client's financial life. Through experience and our own proprietary ranking system, we can get a sense of how complicated your engagement with our firm will be.
Here's a snapshot of BCM's Wealth Management Membership Programs.
The Genesis Program is a membership built on
Partner Membership starts with
Being a Coach Member means
Personal Wealth Manager Members can