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Our Clients Come First

Our Clients Come First

Our clients can count on us to execute on their strategies, be accountable, and always remain focused on their goals.

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Financial Peace of Mind

Financial Peace of Mind

Through regular communication, personal service, and a robust network of wealth management services, we provide our clients with a signature, best-in-class wealth management experience.

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Building Trust is Our Top Priority.

Building Trust is Our Top Priority.

       We are firm believers in transparency in all things – transparency in the plans we make, how the market works and how we are compensated. With transparency comes trust. 

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Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

The Fischetti Barry Family Wealth Planning Group is an experienced financial advisor team that provides comprehensive, proactive wealth management for professionals, individuals, and families.  We believe all levels of wealth should follow the same simple principles: mitigate taxes, invest responsibly, and manage risk. 

Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

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