The Bedrock Wealth Strategies Team

For nearly two decades we’ve helped create, build, enhance, and sell businesses. We've helped high-net worth families crystalize their planning goals and tailor a plan to help put them in the best possible position to meet them.

Meet the Team

Isaac Cohen

Founder & CEO

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Clara Cohen

Chief Financial Officer

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Barbara Wright

Head of Client Relations

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A Team of Resources Built for You

The Wealth Strategies Division

Our team is supported by a team of specialists at Barnum Financial Group referred to as the Wealth Strategies Division (WSD). This division is made up of product specialists and a dedicated financial planning team that has vast knowledge of their specific areas of business, which offers our clients a truly unique and well-rounded experience.