Barry Giske is the Managing Director and Founder of Fleet Wealth Management Group. He is responsible for the strategic and directional outlook of the firm with the vision of creating a truly world-class experience for his clients.
Mr. Giske began his career in the financial services industry in 2005, focusing on a full array of financial products, including insurance and securities brokerage.
In 2007 Mr. Giske came onboard with the Investment Advisor International (IAI), a Registered Investment Advisor, a part of the AEGON family. It was then that Mr. Giske realized that most of his client’s risk appetites were not suitable for the buy-and-hold strategies they typically invested.
In November of 2008, Mr. Giske formed Fleet Wealth Management Group, affiliated with Fairport Capital, Inc. Mr. Giske assembled his investment team to develop suitable proprietary tactical investment strategies based on extensive quantitative and qualitative research.
The expertise of each team member ranges from Trust and Wills attorneys, Accounting, Estate Planning, Divorce Financial Planning, Long Term Care, Corporate and Group benefit specialists, Portfolio Management, and other financial specialties. Mr. Giske specializes in serving women going through a life transition such as divorce, death of a spouse, and retirement. Mr. Giske continues to build his practice on personal service and risk management principles. Barry believes those are the fundamental principles of a successful business.
Before advisory business, for 10 years, Mr. Giske worked hands-on in five critical areas: TITLE, MORTGAGE, REAL ESTATE, APPRAISAL, and LEGAL. And here is where clients can face the most costly pitfalls.
Certifications: FINRA Series 65, 6, 63, 26, Life/Variable Life & Health insurance license.