Bury Barbier serves as the VP and Senior Wealth Advisor at Integral Capital Management, Inc., where he leverages his extensive expertise in investments and asset management to guide clients toward achieving their long-term financial aspirations. With a robust background as an Investment Executive with Infinex...
Bury Barbier serves as the VP and Senior Wealth Advisor at Integral Capital Management, Inc., where he leverages his extensive expertise in investments and asset management to guide clients toward achieving their long-term financial aspirations. With a robust background as an Investment Executive with Infinex Investments, Inc., Bury is well-versed in the intricacies of wealth management, retirement planning, and investment advisory services. His comprehensive understanding of the financial landscape is bolstered by his possession of key industry certifications, including Series 7, Series 66, and Series 63 licenses, as well as Life and Health registrations.
At Integral Capital Management, Bury plays a pivotal role in crafting tailored financial strategies that encompass a wide array of products, including life assurance, pensions, and diverse investment vehicles. His independent advisory approach ensures that clients receive unbiased recommendations, free from conflicts of interest, allowing for a truly personalized wealth management experience. Bury's commitment to excellence is further exemplified by his Certified in Social Security Claiming Strategies (CSSCS) designation, which equips him to navigate the complexities of Social Security benefits, a critical component of retirement planning.
Currently, Bury is spearheading several key projects aimed at enhancing client education and engagement, focusing on asset allocation and fee-based advisory services. His dedication to fostering long-term relationships with clients, combined with his strategic insights into securities and market trends, positions him as a trusted advisor in the financial services industry. Through his work, Bury Barbier continues to empower individuals and families to make informed financial decisions that align with their unique goals and values.
