Inspire
Innovate
Improve
meet brad barros
I’ve been on both sides of this equation.
Building companies. Selling companies. Protecting wealth. Growing wealth.
For 35+ years, I’ve experienced the same challenges my clients face. Which means I understand what works and what’s just expensive theater.
“The best insights come from having skin in the game.”
Here’s what that looks like in practice over 38 years:
Current Leadership
Specialty Assurance Group, Ltd. Co-founder and President of a modern private placement life insurance company providing bespoke solutions for high and UHNW clients.
Specialty Wealth Advisory, LLC Co-founder and President of a national leader in advanced wealth planning for complex family situations.
Earlier Innovations
Insurance Innovation Pioneered risk management innovations for real estate developers through a partnership with a major national law firm, creating hundreds of millions in cost savings with novel insurance solutions. That same approach—thinking outside traditional frameworks to shift profits from institutions to families—became the blueprint for how we approach wealth planning today.
Broader Impact
Global Impact: Global Ambassador—XPRIZE Family Counsel, working on breakthrough solutions for humanity’s biggest challenges.
Industry Education: Faculty at Exit Planning Institute. Founded a national training firm for attorneys, CPAs, and wealth advisors.
Strategic Partnerships: Co-developed a global joint venture with a NYSE firm. Multiple insurance company board positions.
Proven Track Record: Direct experience with complex family dynamics, business transitions, and multi-generational planning.
"Nothing can happen for decades, and then decades can happen in weeks."
“The day before something is truly a breakthrough, it’s a crazy idea.”
– Peter Diamandis
The best part of this work isn’t the numbers.
It’s watching families realize what becomes possible when someone finally understands what they’re trying to achieve.
creativity fuels impact
Ready for a different conversation?
If you suspect you might be leaving opportunities on the table, let’s talk.
This isn’t about selling you something. It’s about discovering what becomes possible when you stop playing by someone else’s game plan.