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

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, ID, IL, MA, ME, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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