600 University Street,
Building wealth to enrich your life
Legacy & Tax Planning
Taking care of the people and things that matter while minimizing taxes
Strategies to keep you on course at every life stage
We strive to establish a collaborative relationship with every prospective client.
We gain a deep understanding of your situation, your goals, and the people and causes you care about.
Our team works to create a detailed road map between where you are now, and where you want to be.
We provide clarity and walk you through each step no matter the complexity of your situation.
Our team works with you to take action and implement your plan in an efficient and effective manner.
We meet regularly to evolve your plan as life changes.
One size fits all actually doesn’t fit anyone that well. At Barnum West, we believe you need a financial strategy focused on what brings you joy, security, empowerment, and freedom. Our passion is making that happen.
CERTIFIED FINANCIAL PLANNER™ professional
Judah had a remarkable ability to communicate from a very young age. His mother tells a story about him joining conversations with strangers at the park, they would pause and look around trying to figure out who was talking...
When Scott was in grade school, his dad Roger would bring him to seminars that he taught on commercial real estate and taxes. He once introduced Scott as his “favorite tax deduction” (don’t tell Scott’s three older sisters). Scott ...