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Baker Wealth ManagementFinancial advisor in Charlotte, NC

Baker Wealth Management is a financial advisor at 10955 Winds Crossing Dr #100, Charlotte, NC 28273, ranked #41 of 87 investment advisors in Charlotte and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 587-9596Website ↗

Key facts

Key facts about Baker Wealth Management
Address10955 Winds Crossing Dr #100, Charlotte, NC 28273Get directions
Phone(704) 587-9596
Websitebakerwealthmanagement.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Charlotte and 11 towns within 25 miles: Belmont, Weddington, Mount Holly, Matthews, Stallings, Gastonia, Indian Trail, Waxhaw, Mint Hill, Huntersville and Harrisburg.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Baker Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Baker Wealth Management

How is Baker Wealth Management ranked in Charlotte?

Baker Wealth Management is ranked #41 of 87 investment advisors in Charlotte by RFA Score, with 57 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Baker Wealth Management’s hours?

Baker Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Baker Wealth Management serve?

Serves Charlotte and 11 towns within 25 miles: Belmont, Weddington, Mount Holly, Matthews, Stallings, Gastonia, Indian Trail, Waxhaw, Mint Hill, Huntersville and Harrisburg. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Baker Wealth Management?

Baker Wealth Management has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Baker Wealth Management?

Call Baker Wealth Management on (704) 587-9596. The business is at 10955 Winds Crossing Dr #100, Charlotte, NC 28273. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Baker Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Baker Wealth Management (this business)—574.0 (4)NoNo
Wealth Enhancement Group#39574.0 (4)NoNo7.8 mi
Edward Jones - Financial Advisor: Danny Vey, CFP®#40575.0 (3)NoNo7.0 mi
Charles Schwab#42572.9 (24)NoNo7.7 mi

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