With over 15 years of wealth management experience, Barry Gladstein joined the WealthShield Partners, LLC® dba Orbis Wealth Team in July of 2022 as a Wealth Advisor. His hands-on and transparent client experience provides personalized service, prompt follow-up, and client education.
When partnering with clients, Barry listens closely to their goals and tailors a highly customized wealth management roadmap that can adjust in response to his clients' ever-changing lives.
As a Wealth Management practitioner focused on multi-generational planning, he ensures that a family's wealth and legacy are appropriately managed and seamlessly passed from one generation to the next.
Barry recognizes the importance of educating clients, so they feel empowered and part of the planning process. He often uses technology to illustrate how a client's long-term investment strategy could change over time in response to their evolving needs and market conditions. Orbis Wealth provides the resources to create a customized financial plan, diverse investment solutions, and an integrated technology platform.
Before joining Orbis Wealth, Barry spent over nine years at TIAA as a Wealth Management Advisor and over five years at Merrill Lynch as a Client Associate. Throughout his career, Barry has exclusively focused on working with individuals and families on investments and retirement planning. He proudly serves a diverse client base, including several non-traditional families. His clients include educators, healthcare professionals, research scientists, authors, and real estate professionals.
Barry is a proud graduate of The University of Wisconsin-Madison and resides in Glen Rock, New Jersey, with his wife Jennifer and their two children. Barry enjoys attending concerts, playing softball with other middle-aged dads, and trying new craft beers. He devotedly monitors his step count, trying to improve his personal best every day.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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