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 has a philosophy that every aspect of a financial plan should work in harmony to achieve optimization. Through his consultative approach, he helps clients understand their challenges and celebrate their accomplishments. Judah...
Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He was born and raised in Portland, Oregon, and attended the University of California, Santa Barbara, where he earned a bachelor’s degree in business economics...