The term "wealth management" has taken on many meanings as the profession has grown. We have our own sense of what constitutes "wealth management" at Barry Capital.

When we enter into a comprehensive relationshp with a client to provide ongoing high level advice, we consider that a wealth management engagement. Because our approach to solving problems and managing relationships is one based on the totality of a client's resources, their work, lifestyle and financial factors, we're really doing more than just "financial planning" or "giving investment advice."

We synthesize client resources and actions into a cohesive whole to meet client goals and expectations.

Last updated on July 14, 2011 by Bob Barry