Why Choose Hanley | Jaggie | Barry Wealth Management Group

Customized Investment Planning Process

You will work with the team to establish a comprehensive investment plan outlining your current situation and define your future goals and objectives.

Tailored Asset Allocation to Suit Your Individual Needs and Objectives

We will recommend a detailed asset allocation to help meet your goals by analyzing your investment objectives, time horizon and all other factors specific to your unique situation.

Portfolio Manager

Ming Yin, Client Performance Analyst and a Chartered Financial Analyst (CFA) , works exclusively with the Hanley | Jaggie | Barry Wealth Management Group as a Portfolio Manager. Through collaboration with your Financial Advisor, she will be intimately acquainted with your financial goals and concerns. 

High-Touch Client Service

Communication is integral in maintaining a portfolio that continually strives to meet your goals. This includes communication with your Financial Advisor to discuss your progress and to review investment strategy. Each client has a dedicated client service associate for all administrative needs.

5 Steps to Wealth Management

1. Collect Financial Documentation

Discuss financial circumstances, investment objectives, needs and risk tolerance

2. Comprehensive Investment Planning Process

Analysis of your current asset allocation. Initiate the “Envision®” process, a planning tool

3. Portfolio Recommendation

Review the Hanley | Jaggie | Barry Wealth Management Group customized recommendations

4. Implementation & Comprehensive Portfolio Strategies

Initiate the personalized plan and investment strategy

5. Review with Client

Portfolio, performance, and objective reviews with client