About My Practice
Barry Capital Management is focused on building relationships that will transform the lives of its clients. We are committed to our philosophy that "Better Decisions" really do bring "Better Results."
All too often the information that leads to a better decision isn't financial and it isn't even a number. The information most critical to the long-term success of any financial planning effort is in the goals and objectives of the process. We believe that truly, we don't live to work but we do work to live and this acts as a guiding principal in all our efforts. Our typical client is interested in delegating the day-to-day responsibility for most of their financial affairs to a trusted advisor and then working as a team driven by conversation and collaboration. We do not fit well for individuals interested largely in optimizing investment returns or in market timing.
As a rule we perform comprehensive financial planning or some other goals assessment process in establishing the long term goals for all of our clients.
Visit us on the web at: Barry Capital Management, Inc.
President North Jersey IAFP, 1989-1991, Chair, Ethics Committee IAFP, 1995-1996, National Board of Directors, IAFP 1993-1999, National Board of Directors, FPA, Executive Committee 1999-2000, FPA National President 2002. FPA National Chairman 2003.
Registrations, Licenses, Certifications & Affiliations
Life insurance: NJ, Health/disability insurance: NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: We do not charge for separate services; our wealth management programs include the costs for all services including investment advisory work.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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