Tom Barkume

Advanced Wealth Management, inc. Came into existence in 1978 while I worked as a civil Engineer in Dhahran, Saudi Arabia. I met a friend who had $175,000 in an non-interest bearing checking account; He hadn't any idea what to do with it. I had been successfully managing my own portfolio for several years and offered to help. With my first client I registered with the SEC as a Registered Investment Adviser. Upon my return to the U.S. I worked for Lehman Brothers then went independent. I currently am an advisor with Geneos Wealth Management, Inc. I still have clients whom I worked with since the 1980's. I have learned 1) that I do not want to lose clients' money so work hard to reduce market risk. 2) spend the time it takes to really learn what you want, your life goals, then build solutions around those goals, 3) work with a team of very able professionals to provide a holistic wealth plan using either your trusted advisers or complementing them with trusted advisers whom I have developed relationships. One of my most used services is providing second opinions regarding your current strategies. This gives you peace of mind with your existing plans or new directions to consider. The best way to contact me is email [email protected] or call (435) 865-7135 and ask for Tom