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Current company Baker Wealth Management
Financial Services · 7 employees · Founded 2000 · Charlotte, North Carolina, United States
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.