Wealth Management

At Barnum, we believe in developing investment portfolios that emphasize quality, diversification and personal priorities. Our skilled advisors listen closely to your goals, then create strategic portfolio recommendations based on their expertise and your input.  From creating a first-time portfolio to complex wealth management, we are always here to help you achieve your financial goals.

Financial Planning

Personalized financial planning is integral to everything we do at Barnum. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.  Our professional advisors specialize in a range of financial disciplines, which are reflected in the services we proudly offer.

Risk Management

At Barnum, we are proud to offer custom solutions from trusted insurance firms with whom we have long standing relationships. We are always available to review your portfolio, help assess risks and recommend coverage that helps protect what’s important to you.

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Wealth Management

Wealth management is more important than ever in today’s world of complex investments, constantly changing tax laws and volatile markets. Our purpose is to help individuals, business owners and corporate clients identify their financial objectives and achieve them. We recognize that creating and maintaining wealth is a complex, continuous and intricate practice. We have strategies and tactics that build and preserve client wealth.

We can help you preserve your past, protect your future and create your legacy. Our clients have used our wealth management process to help navigate every life stage. Our customized and integrated process enables our clients to create wealth, manage wealth and preserve wealth.

Our Strategic Process

Our team meets regularly to review your relationship and propose strategies that could help you to capitalize on emerging opportunities and avoid unexpected risks. Together, we work to anticipate changes in your needs in light of developments in financial markets, shifts in the legal and regulatory landscape, and our knowledge of your evolving goals, family situations and needs.

Next Steps...

Do not hesitate to reach out to us, we would love to hear from you!