Baker Wealth Management
united states
About
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. Baker Wealth Management is an independent financial 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, MI, NC, NH, NJ, NM, 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.
This communication is strictly intended for individuals residing in the state(s) of NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.
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HQ Location
united states
Industry
financial services
Employees
6
Specialties
Founded
2000
No locations found
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