Baker Wealth Management
Financial Service
Why pick this one
Baker Wealth Management offers independent financial planning and has been in business since 2000, prioritizing client goals and teamwork.
Best for
- individuals seeking comprehensive financial planning
- clients approaching retirement
- families needing estate planning
Look elsewhere if
- highly specialized investment services
- scenarios requiring rapid financial solutions
Specialties
- financial planning
- investment management
- estate planning
- insurance and risk management
Certifications
- CFP
What makes them different
- independent and unbiased advice
- team approach for diverse client needs
- focus on client goals and aspirations
- utilizes comprehensive planning including all family assets
- Years in business
- 23
- Serves
- Pittsburg
Distilled from this business's own website.
Contact & Location
- Address
- 10955 Winds Crossing Dr Ste 100, Charlotte, NC 28273
- Phone
- (704) 587-9596
- Website
- https://www.bakerwealthmanagement.com
- myplanner@bwmteam.com
Services
- wealth planning
- investment management
- financial planning
- insurance
- estate conservation