Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have been a client of Barb's for 15+ years. Barb is very knowledgeable and the service she provides is one that is truly personalized to you as she spends the time to really understand and get to know her clients. With Barb as my trusted advisor, she has shaped a strategy and financial plan that weathered the 2008 financial crisis and life's many curveballs. I am well on my way of reaching my personal financial goals and I couldn't have done it without Barb!
I was introduced to Barb Wherry and her team approximately 2 years ago at an incredibly difficult time in my life. Barb not only helped me with ensuring all of my investment and financial needs were being met, she managed it all by being very empathetic and understanding of my situation. She truly cares. I was not treated as a transaction but as a person with real-life problems. I know that Barb and her team have my best interests in mind at all times. This is one area of my life I don't have to worry about because Barb and her team are taking care of it.
My wife and I had the incredible fortune of crossing paths with Barbara many years ago as I was consolidating my late fathers Estate. She had such an impact on us on her handling of a $5,000 account that she became our personal financial advisor. It has turned out to be one of the best decisions my wife and I ever made. She has since become an advisor to many of our extended family with ages ranging from early 20s to well into their 70s. That alone should be a testament to her abilities. Her professionalism, personality and knowledge has led her to be much involved in our decision making regarding our financial goals in life and our estate legacy for our children. Barbara has become much more than our financial advisor. She is a trusted confidante and even a friend. And ALL THIS, by her just being herself. Honest, trustworthy and above all... dependable. I could not recommend anyone more than Barbara Wherry. At the very least, give her a chance to prove me right. I am convinced she will not disappoint.
Barb is a true professional in her field. My family has been dealing with Barb for over 10 years and IG Wealth Management for well over 30 years. Barb has been extremely helpful, insightful and has always looked out for our best interests. She is always there for you for any questions, concerns of just for a personal chat. Barb and her team are an exceptional group and we have always had positive experiences in dealing with them. I wholeheartedly recommend using Barb for financial advice, as I stated prior she is a true professional.
Life can change rapidly and unexpectedly making it necessary to re-evaluate your short and long term financial plans/goals. For more than 10 years, Barbara has provided me (and my partner) with balanced, thoughtful counsel. Her ability to patiently and clearly map out options, explain potential risks & benefits while being very respectful of my/our needs and at times, risk tolerance, has been greatly appreciated. Barbara is responsive and caring. It has been a pleasure to work with Barbara over the years and I look forward to an ongoing relationship.