Lasting Relationships – Valued Advice
After years of working and saving, you are looking forward to retirement and the freedom to pursue your passions, travel and spend time with family. Having a plan in place that is updated as your life unfolds is a critical part of an enjoyable retirement. We can help you develop and manage a custom plan guided by your unique goals.
Risk Managed Portfolio Management
Our planning and portfolio management process revolves around you. With more than thirty years of investment experience, we provide thoughtful investment perspectives, and investment strategies to help preserve your wealth in turbulent markets. We stay informed and knowledgeable about the markets and pay close attention to industry changes to help protect and grow your wealth. Learn More
Working with Independent Women
We help plan for and guide you through many different life-stages and types of transitions, including career changes, saving for retirement, the death of a spouse or divorce. We can also help you plan to provide for parents, college savings and legacy planning for special needs children. Learn More
Collaborative Dialogue
We work together to build your plan for the future and direct our conversations to uncover what really matters to you and your family. When you have questions, we are available to provide trusted advice and guidance to help you make decisions to help you achieve your goals. Learn More
Personalized Care
Successful planning is a lifetime process. We follow a personalized client service approach—scheduling ongoing calls and meetings to review your plan, track progress toward your goals and learn about any milestones, changing life goals, and financial priorities so we can adjust your plan. Learn More
Professional Credentials & Accolades
Certified Portfolio Manager (CPM®)
Robert Barberis is a Certified Portfolio Manager (CPM®). The certification is designed to provide deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for financial services industry professionals managing discretionary portfolios. The curriculum includes eight core concepts: Quantitative Methods, Financial Statement Analysis, Corporate Finance, Fixed Income Analysis, Equity Analysis, Fiduciary Responsibility, Derivatives and Portfolio Management.
Forbes Best-in-State Wealth Advisors 2021
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Wells Fargo Advisors Platinum Council
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
