Our Team

Barry W. Tate, AAMS^®, MBA is the founder and CEO of Viaggio Wealth Partners in Magnolia, Texas, a growing area 40 miles northwest of Houston. In his role, Barry helps successful business owners, families and individuals to leverage their wealth to help them towards achieving their life’s goals. He believes that wealth managed and directed wisely can enhance one’s own life journey and enrich others along the way.

Barry is a former CPA and after graduation from Texas A&M University with a BBA in Accounting he began his career journey in Texas state government as an Assistant State Auditor for the State of Texas, and later as the Director of Internal Audit at Sam Houston State University. After earning his MBA, he moved into the financial services industry to support independent life insurance agents with estate planning cases at the American General Financial Group (now AIG). 

Barry later joined Edward Jones Investments and started a financial advisory office from scratch in the Magnolia Texas area. He affiliated with Kestra Financial in 2019 to form an independent wealth management practice to provide quality financial advice to his local and extended community. His vision is for Viaggio Wealth Partners to help multiple generations of families and business owners live the life they envision by using customized strategies to help them towards achieving financial success.

Barry earned his BBA in Accounting from Texas A&M University and his MBA from Sam Houston State University and is a member of the Beta Alpha Psi and Beta Gamma Sigma honor societies. He holds Series 7,  Series 63 and Series 66 securities licenses through LPL Financial and is insurance licensed in several states. He is a former Chairman of the Board and long-time Board Member of the Greater Magnolia Chamber of Commerce and has served in various capacities within Magnolia Bible Church. 

Barry and his wife Vicki reside in Magnolia, Texas but spend as much time as they can in Maui, Hawaii. Their family includes 4 children, 7 grandchildren, 2 yellow Labrador Retrievers and 2 longhaired Dachshunds.

Nicolas L. Tate is the Client Experience Associate at Viaggio Wealth. In this role, Nic works closely with Viaggio Wealth clients to ensure their experience is seamless, personal, and focused on what matters most to them. From assisting with account management and day-to-day service needs to supporting the planning process, Nic’s goal is to make every client interaction efficient and meaningful.

Nic earned his bachelor’s degree in Business Administration from Sam Houston State University in 2022 and has worked with Viaggio Wealth for several years. Currently, he is studying for his financial advisory licenses as he prepares to possibly take on a larger advisory role for our clients in the coming years. To Nic, working with Viaggio Wealth and its client isn’t just a job — it’s a career and a calling. Nic is committed to building long-term relationships with our clients and continuing the legacy his father began when he founded the practice.

Outside of work, Nic enjoys spending time with family and friends and his dogs and cats. As an avid animal lover, recently Nic helped his family to foster a pair of 2 week-old abandoned kittens from the Montgomery County Animal Shelter. Nic also enjoys cars, spending time reading and building his collection of Lego sets. These moments help him stay grounded and helps him understand why helping families plan for their futures is so important.

As an important member of the team at Viaggio Wealth, Nic looks forward to growing alongside our clients and being part of their financial journeys for many years to come.