Managing Partner, Founder
Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities. During his more than 11-year tenure at Wells Fargo, Barry not only managed the relationships of the bank’s most important clients, he also worked with other private bank professionals in providing solutions from the banking/credit, insurance, trust, investment management and family office groups ranking him in the Top 10 of Wells Fargo Private Bank Wealth Advisors. Barry’s decision to join his long-time business partner, Matt Boyd, in founding Juncture Wealth Strategies is part of his continued effort to bring innovative, customized solutions to the complex needs of ultra-high net worth individuals, families and nonprofits in the professional and caring manner that has been his hallmark for over two decades.
What Inspires My Work
The ability to connect with clients personally as well as professionally. I enjoy tackling the complex needs of people’s financial lives. I am passionate about providing succinct, easy-to-implement solutions that not only deliver financial clarity but also benefits our clients’ lives as well as their family’s lives.
What Inspires My Life
Being a committed and loyal friend, son, sibling, and partner. To lead a life filled with honesty, integrity and high moral standards. To lead by example giving back to those who have supported me along the way and assisting those who are in need.