* Retirement Planning
* Integrated Wealth Management
* Risk Management
* Investment Planning
* Independent Advice
About Us
Certified Wealth Management & Investment, LLC is a Registered Investment Advisory (RIA) company focusing on personal financial planning and small business planning. The services include fee based as well as non-fee based investing. Areas of expertise include personal financial planning, estate planning, small business planning, insurance, employee benefits, 401k advisory services, and retirement planning.
Certified Wealth Management & InvestmentKurtis Baker, CFP®, AIF®Private Wealth Manager101 College Road East |
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Kurt Baker
Private Wealth Manager
101 College Road East
Suite 2,
Princeton, NJ 08540-6675
609-716-4700
Our Latest News
01 / 11 / 2018
01 / 11 / 2018
Enrollment for Health Insurance Marketplaces
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28 / 08 / 2017
Why CPAs need to get a grip on blockchain
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28 / 08 / 2017
Look Out : Businesses prep for iPhone launch
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