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Our Wealth Management Team Approach

Barnum Wealth Management will serve as your financial advocate, working to organize and simplify your life in a way that gives you more time to do the things you really want to do.  

We have created a client relationship structure with specific roles and responsibilities and designed to collaborate to serve you best. You will work with a senior relationship manager (your personal CFO) who performs multiple roles:  advisor, consultant, educator, and financial confidant. Your personal CFO is supported by our investment group, wealth management specialists, client service team and our administrative staff. We also partner with industry leading providers of products and programs to bring you quality solutions to meet your needs.