Joseph Barbara, Managing Partner of Euvino Barbara Private Wealth Management, works tirelessly each day with three things in the forefront of his mind: his family, his community, and his clients. It was his desire to help people that prompted Joe to found the firm, at which he brings his 25 years of diverse business experience to bear and strives to help his clients pursue their short and long term goals such as preserving their families futures, safeguarding and growing wealth, paying for college, planning for retirement, and passing assets through an estate.
Joe and his team specialize in creating individualized investment strategies that effectively allocate assets to address the short and long term goals of a client while taking into account cash flow needs, turbulent markets, tax planning strategies, and estate consideration. The firm's client base includes institutions, high-level executives, professionals, business owners and retirees. Joe brings a laser-focused attention to detail, strong listening and communication skills, and great empathy to his work. As a result the firm enjoys multiple generations of loyal clients.
He is a Registered Financial Representative (Series 7 and 66 registered through LPL Financial). Joe Barbara earned the AIF® Designation from the Center for Fiduciary Studies in 2016. The AIF® Designation certifies that he has specialized knowledge of fiduciary standards of care and their applications to the investment management process. He also holds licenses in Life Insurance, Accident/Health/Sickness Insurance, and Variable Annuities. Service, accessibility, and accountability are the hallmarks of Euvino Barbara Private Wealth Management.
Joe is married to his wife Cheryl and they have two sons, Joseph and Ryan. Away from work as a financial advisor he enjoys fly fishing, opera, gardening, spending time with family and friends, and working to make his community stronger through his church and membership in Freemasonry, the world's oldest and largest fraternal organization. Joe is also a trustee for the Masonic Charity Foundation; this charity delivers personalized services and compassionate care inspired by the spirit, ideals and values of Freemasonry to promote the highest quality of life for Freemasons, families and others in the community.