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
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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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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Activity Insights
Baker Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Baker Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baker Wealth Management.
Baker Wealth Management Tech Stack
A closer look at the technologies used by Baker Wealth Management
Most Recent Scoops
Project
An internal source has indicated that the organization is focusing on customer service initiatives over the next three months.
Customer Service
Project
An internal source has indicated that the organization is planning to leverage artificial intelligence (AI) within predictable asset allocation and timing solutions to support the finance department.
Asset Management, Financial Planning, Machine Learning, Financial Systems, Forecasting
Project
An internal source has indicated that the organization is focusing on improving the customer support experience.
Customer Service
Project
An internal source has indicated that the organization is planning to leverage artificial intelligence (AI) within a customer relationship management (CRM) system to support contact management and portfolio development within the finance department.
CRM, Asset Management, Financial Planning, Machine Learning, Enterprise Software, Customer Service
Project
Financial Planning, Financial Systems
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Frequently Asked Questions Regarding Baker Wealth Management
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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
