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Baker Wealth Management

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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

Headquarters:
10955 Winds Crossing Drive, Suite 100, Charlotte, North Carolina, United States, 28273
Industry:
Financial Services
Founded:
2000
Employees:
4
Annual Revenue:
-

Type: Private
Ticker: -
United States 4
Estate PlanningRisk ManagementWealth AccumulationIncome PlanningWealth ManagmentSmall Business Retirement PlansPortfolio AllocationRetirement PlanningSuccession Planning

Frequently asked questions about Baker Wealth Management

Let us help answer the most common questions you might have.

Where is Baker Wealth Management located?

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Baker Wealth Management's headquarters is located at 10955 Winds Crossing Drive, Suite 100, Charlotte, North Carolina, United States, 28273

What is Baker Wealth Management's official website?

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Baker Wealth Management's official website is bakerwealthmanagement.com

How many employees does Baker Wealth Management have?

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Baker Wealth Management has 4 employees

What industry does Baker Wealth Management belong to?

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Baker Wealth Management is in the industry of: Financial Services

What are Baker Wealth Management's social media links?

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Baker Wealth Management Facebook page
Baker Wealth Management Twitter page
Baker Wealth Management Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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