Advisors
Matthew Sawyer, CFP®, CHFC®, RICP®, CLU®, AIF®, CLTC
Managing Sales Director | Registered Representative | Investment Advisor Representative
(401) 691-6969
Patrick Sawyer, CFP®, ChFC®, RICP®
Financial Advisor | Financial Services Executive | Investment Advisor Representative
(401) 691-6969
John Nardone
Financial Planner | Investment Advisor Representative
Your Support team
Barnum’s Wealth Strategies Division
Kathleen Cassidy, JD*
Vice President, Advanced Markets
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Dean Morra
Property & Casualty Insurance
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.