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Wealth Planning

We believe the key to helping you effectively manage your wealth to achieve your goals and dreams is developing a holistic financial plan.

To do this effectively, we take the time to really understand you – your current financial situation, your time horizon and appetite for risk, your plans for the future and the future of the people and things you love.

We follow a rigorous strategic process to develop your personal plan.

Here is our wealth plan development process:

Introductory Session– This is your opportunity to evaluate our services & fee structure, as well as our opportunity to learn about you. We begin to understand your view of your future and you can determine your interest in a financial planning relationship. 

Information Gathering– Together, we will gather data about your financial situation and goals. At this time, we will concentrate on your specific ambitions and aspirations for the future.

Analysis & Recommendations– We conduct an in-depth analysis of your financial situation. For financial planning clients, we prepare neutral recommendations that are documented within a written, illustrated financial plan. For other clients, we may simply prepare specific, stand-alone recommendations.

Ongoing Analysis & Update– In order to continue to help you target your financial aspirations, we will regularly review your plan and any specific recommendations we have implemented for you.

Written Final Plan– We then deliver and explain a detailed, written financial plan with our specific recommendations custom-designed to meet your financial goals and needs. As a financial planning client, you may then choose to implement our recommendations with us, in which case, we will prepare product recommendations.

Plan Management & Update– In order to continue to help you reach your financial aspirations, we will review, update, and manage your financial plan each and every year to keep you on track.

Estate Planning*

At Barnum Wealth, you have a multi-disciplinary team of professionals who can work with you on all of the components of an integrated estate plan including tax minimization, investment advisory, philanthropy asset transfer, accounting, and risk management.

We begin with a review of your current estate planning efforts to gain a clear understanding of where you are today. From here, we make recommended additions and improvements to the plan to help better align it with your legacy goals. We revisit your estate plan on a regular basis to make sure it continues to
support those goals.

Click here for additional estate planning information.

Philanthropic Planning

Barnum Wealth Management can help you take a thoughtful and disciplined approach to your philanthropic giving. We will show you the various ways you
can craft a giving program to help you maximize your financial commitment and create the legacy you want.


*Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.