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Baker Wealth Management is a group of independent advisors working towards making your dreams a reality. We believe that each client is unique bringing with them their own unique set of financial situations. Because of this, the ‘one size fits all’ portfolio style approach is avoided. Instead, we respect and value the client’s individuality and customize their portfolio that reflects their needs. Integrity, professionalism and communication are the pillars of our organization. We are an life solutions financial planning and comprehensive wealth management firm. Any advice is given with no allegiance to any particular financial product or fund family. Our sole commitment is to our clients to whom we strive to earn and maintain their trust and respect.
Capacity Disclosure
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Baker Wealth Management and Cambridge are not affiliated.
State Disclosure
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KY, LA, MD, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WV. No offers may be made or accepted from any resident outside the specific states referenced.
Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 10955 Wind's Crossing Drive,
- Phone
- +1 704-587-9596
- in****@****ing.com
- Industry
- Financial Services
- Website
- bakerwealthmanagement.com
- Keywords
- Wealth Managment, Risk Management, Retirement Planning, Estate Planning, Succession Planning, Wealth Accumulation, Income Planning, Portfolio Allocation, Small Business Retirement Plans.
- HQ
- Charlotte, North Carolina
Baker Wealth Management Questions
Baker Wealth Management's helpline number is +1 704-587-9596
Baker Wealth Management's website is bakerwealthmanagement.com
Baker Wealth Management's LinkedIn profile is https://www.linkedin.com/company/bakerwealthmanagement
Baker Wealth Management has
8 employees.
View email and phone details for 8
employees at Baker Wealth Management.
Baker Wealth Management's industry is
Financial Services
Baker Wealth Management's top competitors are
Baird,
Baker Wealth Strategies,
Epic Capital Wealth Management,
Alternative Wealth Management,
Blue Summit Wealth Management,
Gold Tree Financial, Inc.,
Modera Wealth Management,
Impact Financial Planners,
Topsail Wealth Management,
Newton Wealth Management.
Baker Wealth Management's support email address is info@bakerinvesting.com
Baker Wealth Management's categories are Financial Services
Baker Wealth Management's founding year is 2000
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Top Baker Wealth Management Employees
-
Judy Baker
Wealth Management Advisor
New York, New York, United States, United States -
Robert Carper CPFA®
Financial Advisor @ Baker Wealth…
Springdale, Arkansas, United States, United States4stjoe.org, jbhunt.com, gmail.com, anchor-financial.com1 +194938XXXXX
-
Dawn Baker, CFP®
Branch Manager At Baker Wealth…
Charlotte, North Carolina, United States, United States3bakerinvesting.com, sugartreeinvestments.com, joincambridge.com -
Kristy Wishard
Organized, Professional, Friendly Admin.
Santa Barbara, California, United States, United States
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