Enos Consulting Group

Erudite Wealth Management, located in New York, NY, is a premier financial services firm specializing in comprehensive investment and financial planning solutions. Our team of experienced financial planners and advisors are dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. We offer a wide range of services tailored to meet the diverse needs of our clients, including retirement strategies, cashflow projections, and investment management. Our expertise extends to life insurance coordination, complex financial plans, and estate planning, ensuring a holistic approach to wealth management. At Erudite Wealth Management, we understand that each client's financial situation is unique.

Barnum Financial Group is a full-service financial planning firm located in New York City. We offer a wide range of services, including portfolio management, retirement strategies, risk management, estate strategies, life insurance, cash flow analysis, extended care, education strategies, social security strategies, small business ownership, HNW/UHNW clients, charitable giving/legacy planning, special needs trusts, debt management, and financial education. We have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. We understand that everyone's financial situation is unique, and we take the time to get to know our clients so that we can provide them with customized solutions.

When you join the Barnum Premier Client Group, you become a member of my inner circle. I pride myself on taking care of everyone inside that circle. My team and I provide strategic advice in investment management, asset protection services, portfolio management, and financial planning. Whether you’re an emerging professional, pre-retiree or business owner, I understand the need to not only protect your income, but help it grow. Speaking of business owners, we work extensively with you and corporate executives delivering financial education, executive compensation strategies, and business succession planning.