Financial Planning For Families
We Can Help You Develop A Plan For Future Generations. You’ve worked hard to plan for your secure future. You love your family and want them to have happy and contented lives. You would like to see your grandchildren attend college and have successful careers.
For over 20 years the advisors at Baker Wealth Management have provided our community with knowledgeable and comprehensive values based family wealth management services for customized financial and investment planning solutions.
Baker Wealth Management specializes in what we call generational planning. We can help you create a plan that is designed to allow your wealth to continue to help your family in the future."
Contact us for a free 1-Hour Retirement Strategy Evaluation at 704.587.9596 or schedule your meeting through www.bakerwealthmanagement.com
Guidance With Clarity & Balance Located at the corner of South Tryon and Carowinds Blvd. 10955 Winds Crossing Drive, #100, Charlotte NC 28273 www.BakerInvesting.com 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.