Baker Wealth Management, established in 2000 and located at 10955 Winds Crossing Drive, Suite 100, Charlotte, NC 28273, is an independent financial advisory firm dedicated to providing personalized investment management and financial planning services. Their team, including advisors like Jason Baker, Dawn Baker, CFP®, Matt Kocsis, and Jolene Conderman, emphasizes a client-centric approach, focusing on understanding each individual’s unique financial situation to develop tailored strategies. The firm operates under the belief that a comprehensive financial plan considers all aspects of a client’s life, ensuring that decisions made today align with future goals.