Joe Barich

Joe Barich is a highly experienced professional specializing in designing and implementing risk management solutions to help clients achieve their financial objectives. With a background in finance and a Bachelor of Science degree from Santa Clara University Leavey School of Business, Joe has honed his expertise over the years.

At Marsh, Joe is known for his consultative approach, providing tailored solutions that ensure clients are well-informed about their risks and insurance purchases. He works closely with clients' trusted advisors such as family offices, wealth advisors, CPAs, and estate attorneys to align insurance needs with overall financial plans in the high net worth market segment.

Joe's specialties include allowing clients to customize their service models, collaborating with Family Offices, Financial Management, and Wealth Management Firms, simplifying complex risk programs, insuring high-value assets like art and yachts, developing private risk management programs for real estate and asset portfolios, and implementing Group Excess benefit programs for corporations of all sizes.

With a nationwide license, Joe Barich offers superior service to a diverse range of clients, including professional money managers, multi-generational wealth owners, corporate executives, professional athletes, and entrepreneurs. His commitment to providing protection as a top priority sets him apart in the market, ensuring each client's unique needs are met with precision and care.