We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
My mission is simple – to help others get the absolute most out of life by enabling them to spend more time doing what they love and are great at. I believe one’s life purpose and passion need to be at the center of their financial plan. The result is a plan based on your vision, not simply your balance sheet.
This starts with helping you become clear in your objectives by identifying and prioritizing what matters most and understanding what’s possible.
My disciplined approach integrates:
We bring accountability in an ongoing, collaborative process. Together, we will evolve your plan as your life evolves, while also monitoring economic trends and legislative developments.
Underlying everything my team and I do is a commitment to acting as a fiduciary by putting your interests first and providing the highest level of service to make your experience with us easy and enjoyable.
About Hugo
Hugo and his team have been serving clients in a financial planning capacity since 2009. Prior to that he spent 8 years in the hedge fund industry, working with institutional clients, fund companies, and endowments. As he began his own wealth journey, he found the financial planning process both valuable and empowering. This was the catalyst for a shift in focus to providing comprehensive wealth management to individuals and their families.
Hugo earned the CERTIFIED FINANCIAL PLANNER™ professional designation, the recognized standard of excellence for competent and ethical personal financial planning. He has a degree in economics from the University of Connecticut. Hugo and his wife Maria live in New Canaan, Connecticut with their three daughters. When not working hard for his clients, he loves food, wine, theater, music, culture, and travel.
I am licensed to sell insurance and securities in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000. CA Insurance lic # 0I25681
Check the background of this investment professional on FINRA’s BrokerCheck
Who We Are
Insights
What We Offer
Company