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At Baillie & Associates Wealth Management, we are a financial services firm who strives to provide the highest quality comprehensive investment solutions to individuals, estates, trusts, charitable foundations, and small businesses in the areas of retirement planning, estate planning, cash flow planning, college savings strategies, insurance strategies, and more.

We are committed to helping you pursue your investment objectives while providing you with superior client service. Our service offerings are driven by a single priority: the needs of you, my client. We deliver objective advice without the conflicts of interest that plague larger institutions. Trust and personal service define all aspects of your relationship with us.

We partner with Securities America, Inc. as our broker/dealer.

At Baillie & Associates Wealth Management, you receive:

  • Full Financial and Investment Advice
  • Estate Planning
  • Tax service and preparation
  • Debt Consolidation and debt reduction strategies
  • Post retirement recommendations and strategies
  • 5-Star Services every day
  • An advisor who takes the time to get to know you, your family, your needs, your concerns
  • Personalized investment advice, strategy, and recommendations tailored to your unique financial situation
  • The support you need to pursue and achieve your financial goals and dreams
  • The pleasure of feeling good and worrying less about your financial future

Other Services:

  • Investment
  • Life Insurance
  • Health Insurance