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At Barry Capital we believe that everyone can benefit and deserves professional financial advice. Unfortunately, most wealth management services offered today are only focused on the "wealthy", requiring either a significant amount of investable assets or high account minimums to get started. In addition these programs are typically sold using a pricing plan that isn't always transparent or client friendly. That leaves the majority of American's believing that they can't afford the professional advice they need.
Now, all that's changed because we've done things that will revolutionize the way that families receive financial advice.:
- Always Planning Focused- our programs are based on our belief that the shortest route to meeting your long-term goals is to focus on the planning part of the process and letting the money management flow from that. All of our services are "planning forward."
- Situation Based Wealth Management Programs- You'll have different financial opportunities and challenges at different times in your life. That means your financial advice needs change depending on where you're at in the financial lifecycle. We offer four Wealth Management Programs that serve you at every stage of your financial growth.
- Client Centric Pricing- We offer the most client-centric pricing strategy which exemplifies our belief in the value of the wealth management process. At Barry Capital, what you pay isn't a function of how much money you invest. We don't charge an investment management fee. Instead, our fee is based on the value we deliver as a result of helping our clients to most clearly articulate and then plan for their long-term goals.
Designed primarily for those individuals and families early in their financial journey. Starting out with a real financial plan, our Genesis program will help get you off on the right foot at a price that you can afford. There's no better to time to get a start on building tomorrow than today. So why wait? Comprehensive and competitively priced, Genesis is a great place to start.
As you advance in your career and potentially your family is growing, your financial complexity is increasing. You have numerous financial questions about the known and the unknown. Our Partner program is designed to help you make smart financial decisions now, to keep you on track for your best financial future.
Your financial success has positioned you to think not just about retirement, but also how you can live the retirement lifestyle that you want. Our Coach program will not only help you prepare and save for your ideal retirement, it will help you optimize your income in retirement, helping to ensure that you have financial peace of mind that you won't outlive your money.
Personal Wealth Manager
You have accumulated more wealth than maybe even you believed possible. With this wealth comes complexity, questions and surprisingly, some anxiety around your ability to continue to make smart decisions with your money. Our Personal Wealth Manager (PWM) program is the most comprehensive and cost effective wealth planning service ever offered.
Your investments aren't doing everything that they can to build your financial future. Swayed by the financial news of the day, you trade too much, increase your costs and taxes all to the detriment of your long term goals and objectives. And, your current advisor, if you have one, either rakes in huge commissions on less than stellar recommendations or; your advisor has a program with a pricing model that is anything but "client centric."
Pathway is our answer to the investment conundrum; it's focused, purposeful and built on sound theory about minimizing costs, taxes and wasted time and effort.
Learn how Pathway puts you on the road to financial success in a better way.