Certified Wealth Management & Investment, LLC
"Find Clarity in Your Financial World"
"Reach Your Financial Peace of Mind"
* Retirement Planning
* Integrated Wealth Management
* Risk Management
* Investment Planning
* Independent Advice
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 & Investment
Kurtis Baker, CFP®, AIF®
Private Wealth Manager
101 College Road East