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Baker Wealth Management
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
10955 Winds Crossing Dr Ste 100, Charlot...Phone Number
(704) 587-9596Revenue
<$5 MillionIndustry
About Baker Wealth Management
BWM Team is a financial services firm that offers a comprehensive range of services including wealth planning, investment management, estate planning, and insurance and risk management. They focus on building long-term relationships with clients by prioritizing their goals and aspirations rather than product sales. The firm emphasizes independence, transparency, and a fiduciary approach to financial planning, aiming to simplify complex financial concepts for their clients. Their target clients include individuals navigating various life milestones such as career changes, marriage, family growth, and retirement.Explore more
Baker Wealth Management Org Chart
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BWM Team is a financial services firm that offers a comprehensive range of services including wealth planning, investment management, estate planning, and insurance and risk management. They focus on building long-term relationships with clients by prioritizing their goals and aspirations rather than product sales. The firm emphasizes independence,... Read More
