Since 1972, BARRY BOSCOE, CFP®, President of BRIGHTON ADVISORY GROUP, has provided sound, broad-based financial advice to individuals and privately held companies and creative, tax-free alternatives for accruing and maintaining wealth across generations. He combines expertise in tax mitigation, estate planning, wealth preservation, asset protection, risk management, and family legacy (succession) planning to identify gaps in existing programs and generate solutions. In Barry, clients obtain a trusted, credible, detail-oriented financial advisor with a rock-solid work ethic, superior market intelligence, and an enduring commitment to excellence in service. ♦ DEMYSTIFYING WEALTH MANAGEMENTBarry brings deep experiential knowledge and a consultative, holistic approach to financial planning. He is a big-picture thinker who can drill down to specific strategic areas that best address short- and long-term needs, decrease volatility, mitigate or eliminate losses, and align with each client’s future vision. His strength is simplifying complex concepts and unburdening high-net-worth individuals and their families who have accumulated wealth by delivering the most tax-favorable vehicles for protecting, optimizing, and transferring it. ♦ ADVENTURER, PHOTOGRAPHER, SPORTSMAN, AND FAMILY MANA believer in work-life balance, Barry finds his passion in outdoor and adventure photography, a pursuit that has taken him under the waves to capture the pageantry of marine life, most notably great white sharks, and to remote lands to photograph indigenous peoples such as the headhunting tribes of Papua, New Guinea, and Irian Jaya. (His work is viewable at adventure-photgrapher.com.) He is also an avid skier who has conquered some of the world’s most challenging slopes. Above all else, Barry’s love of family keeps him grounded and focused. He spends time with his nine grandchildren and one great-grandchild when not helping clients navigate their financial futures, educating his robust community of attorneys and accounts, or lecturing at national conferences. ♦ CREDENTIALS & DESIGNATIONSBarry holds a Certified Financial Planner (CFP) designation and is a member of the Financial Planning Association (FPA) and the Advanced Association of Life Underwriters (AALU).♦ CORE VALUESHonesty | Integrity | Persistency | Tenacity | Responsiveness | Accountability | Transparency | FamilyPlease contact Barry at 818.342.9950 or barry.boscoe@brightonadvisory.com to schedule a complimentary, pressure-free conversation.