Family. Wealth. For generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Laurie P. Barry

    Laurie P. Barry, CFP

    Senior Vice President–Wealth Management

    Wealth Advisor

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    Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

    Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.

    Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial Planner™ (CFP®) certification from the College for Financial Planning. Laurie is a member of the Professional Women’s Club of Chicago, where she has served as past president, and for many years, served as a board member of the Local School Council for Chicago Public Schools. In addition, she is a Girl Scout volunteer and has volunteered with other organizations for women including Deborah’s Place—a Chicago women’s shelter—teaching women the basics of finance, and Between Friends, where she has completed 40 hours of domestic violence training and answered the crisis line for many years. She’s a supporter and contributor to the Avon Breast Cancer Program and Alzheimer’s Memory Walk.

    Outside the office, Laurie and her husband, Mark, have two sons and one daughter. They enjoy keeping their schedules busy with cheering on and coaching their children’s various sports teams, and spending time at the lake. 

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

      • Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      One North Wacker Drive
      Suite 3200
      Chicago, IL 60606
    • Everly Champion

      Everly Champion

      Senior Wealth Strategy Associate

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      Everly began her career in the Financial Services Industry and at UBS since 2007 and has been a part of the Barry Wealth Consulting Group since December 2010. She enjoys the interaction she has on a daily basis with their clients and relationships they have. Her responsibilities include organizing different aspects of the team's business and developing financial plans for clients. Everly has earned her Series 7 and 66 licenses, and Life & Health Insurance license, and is looking forward to the next steps in her certifications. As Everly says, "The more I learn about this business, the more it will benefit me and our clients."

      Everly graduated from University of Missouri – Columbia with a degree in Interdisciplinary Studies with an emphasis in Personal Financial Planning and Sociology in 2006 and now her and her husband are both proud Chicagoans. In her free time, Everly enjoys spending time with her friends, visiting Chicago museums, going to concerts, and is an avid lover of all things yoga.

            One North Wacker Drive
            Chicago, IL 60606
          • Sage

            Sage Catania

            Client Associate

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            Sage Catania is a Registered Client Service Associate with The Barry Wealth Consulting Group. Sage initially joined the team as an intern from 2020-2021. Following her college graduation, she began her career at Morgan Stanley.

            Sage graduated from DePaul University in 2021 with a B.S. in Finance and minor in German, where she was also a member of Delta Sigma Pi, a professional business fraternity. She holds her FINRA Series 7 and 66 licenses.

            Sage is originally from Algonquin, IL and currently resides in Lakeview East, Chicago. In her free time, she enjoys cooking, exploring Chicago, and trying new restaurants.

                  One North Wacker Drive
                  Chicago, IL 60606

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