BWM

BWM Baker Wealth Management is a financial services firm of Independent Advisors working towards making your dreams a reality. Holistic Financial Planning.

Baker Financial Group is a Wealth Management Firm of Independent Advisors working towards making your dreams a reality. Our holistic approach helps us to build a relationship, where we learn your personal situation and goals. Working with you, we help you achieve the future you envision. Custom solutions to meet your financial goals. Experienced, Disciplined, Responsive, with Integrity and Profes

sionalism being the pillars of our organization. Baker Financial Group 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. ontent provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. 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 Financial Group 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, NC, NH, NJ, 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. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. This communication is strictly intended for individuals residing in the state(s) of NC and SC.

LAST CALL! Last day to drop off your shredding!
04/25/2025

LAST CALL! Last day to drop off your shredding!

Halfway through our annual shred week! The bins are - and are available in our lobby!
04/23/2025

Halfway through our annual shred week! The bins are - and are available in our lobby!

Shred week has started! The bins have arrived - and are available in our lobby.
04/21/2025

Shred week has started! The bins have arrived - and are available in our lobby.

Congratulations to 6894 FIRST Robotics team on their FIRST Impact Award (formerly Chairman’s Award). This award honor...
03/27/2023

Congratulations to 6894 FIRST Robotics team on their FIRST Impact Award (formerly Chairman’s Award). This award honors the team that best represents a model for other teams to emulate and best embodies the mission of FIRST. It was created to keep the central focus of FIRST Robotics Competition on the ultimate goal of transforming the culture in ways that will inspire greater levels of respect and honor for science and technology, as well as encouraging more of today’s youth to become science and technology leaders.

07/04/2022
Join us in commemorating the effective end of slavery in the U.S.
06/20/2022

Join us in commemorating the effective end of slavery in the U.S.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/13/2022

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Thank you for those who joined! Over the week, there were six bins of materials were collected and shredded!!!
05/02/2022

Thank you for those who joined! Over the week, there were six bins of materials were collected and shredded!!!

Shred week has started! The bins have arrived - and are available in our lobby.
04/25/2022

Shred week has started! The bins have arrived - and are available in our lobby.

Understanding Tax Scams
03/23/2022

Understanding Tax Scams

Tax scams are likely to increase over the next few months. Here’s how to spot one.

Address

10955 Winds Crossing Drive, # 100
Charlotte, NC
28273

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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