For over thirty years, Barry has had a passion for assisting others with Building and Retaining their Wealth. By working diligently and methodically with his clients, Barry can develop strategies and solutions to help gain peace-of-mind, knowing ones financial future is sustainable.  Barry believes that proper diversification, reasonable goals, coordinated with principal & income protection are among the most important requirements in retirement.

Specializing in Wealth Preservation, his goal each day is to help families maintain the wealth they have worked so hard to accumulate and provide an income they will never outlive.  He adheres to a Safety-First Strategy in every plan he develops for his clients.  

As a fiduciary, Barry is duty bound to his clients in a fiduciary relationship. He is responsible for the management and protection of their assets. Safety-First is not just a slogan it’s the foundation of everything he does for his client’s.   

He believes in taking extra time and providing the care needed to educate clients and help them understand the process and the solutions presented and help them navigate the biggest retirement hurdles with ease. Whether helping with Estate Planning, Managed Accounts, *Private Equities or guaranteed principal & income strategies, he goes above and beyond – to find the best strategy for each client every time. 

Barry is happy to travel to meet with clients should traveling to his office in Templeton, CA be an inconvenience.