Wealth Preservation Professionals

We treat Clients
Like Family

Sawyer wealth management is a family of wealth management professionals dedicated to helping you achieve financial security and plan for your legacy

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01

Who we are

Our team is continually working to make your long-term satisfaction our top priority. From tax preparation and estate preservation to managing assets and maximizing income, our seasoned experts can fulfill all of your planning needs.

02

What we do

At Sawyer Wealth Management, we’ll get to know your unique financial situation and identify your goals and objectives. Then, we’ll develop a customized portfolio strong enough to meet today’s needs and flexible enough to handle tomorrow’s uncertainties.

03

How we do it

Through custom programs, client appreciation events and honoring our commitment to treating you like family, we build lasting relationships with individuals in all stages of the planning process. Turn to us for the kind of service, respect and support you deserve.

“Our job is to go above and beyond to assist clients with every aspect of financial planning. When doing something as important as preparing for the future, you shouldn’t have to go it alone. We’re dedicated to providing security, protecting your legacy and promoting your financial well-being.”

CHARLES SAWYER, JR.

Founder & President

Our Promise To You…

We hold our responsibility to our clients in the highest regard and strive to provide them with excellent service.

From tax preparation and estate preservation to managing assets and maximizing income, our seasoned fulfill all of your planning needs.

Investment Management

Strategic Positioning of your assets.
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Investment Management
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Business Planning

Embrace the experiences and responsibilities that come with owning your own business.
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Business Planning.
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Legacy Planning

Leave a Legacy to your Children
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Legacy Planning.
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News And Updates

CONTACT

Address

100 Painters Mill Road, Suite 420
Owings Mills, Maryland 21117

Phone

410.356.0329
800.276.8043

Email

charles@sawyer-wealth.com

One Step Ahead

Why We Are
The Best

Sawyer Wealth Management is a family of wealth management professionals dedicated to helping you achieve financial security and plan for your legacy. It is our main belief that this is your money and choosing an experienced team to assist you in navigating your financial future is one of the most important decisions you will ever make.

Learn All About Our team

Meet The team

Charles W. Sawyer Jr.

Chairman and CEO, CEP® RFC®
Read Bio

Jane Sawyer

Partner, Vice President
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Brian Pacen

Wealth Advisor, Portfolio Manager, CFP®, CIMA®, CPWA®
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We Will Help You Every Step Of The Way

we will assist you in any issue

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You Deserve One Of Our Best Professionals

With 35 years of finance and wealth management

Charles W. Sawyer Jr.

Chairman and CEO, CEP® RFC®

Charles W. Sawyer Jr. is the managing partner and founder of Sawyer Wealth Management and has been providing financial planning services for more than thirty years. His primary focus is working with pre-retirees, retirees and their families in the areas of financial planning and estate planning. Charles also focuses on the complex needs of small business owners, corporate executives and employer sponsored retirement plans. Professionally, Charles is a Certified Estate Planner, Registered Financial Consultant and a lifetime member of the Million Dollar Round Table’s Top of the Table. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Baltimore Estate planning Council. He currently sits on the board of the Better Business Bureau’s Greater Baltimore Chapter. Personally, Charles enjoys working with many charitable organizations including the Alzheimer’s Association, Operation Home Front Council and the V Foundation. Charles and his wife, Jane, live in Hunt Valley, Maryland. They have six children and four grandchildren. Charles holds FINRA Series 6, 63, 26, and 65 licenses. In addition he is also licensed in Life and Health insurance.

Jane Sawyer

Partner, Vice President

Jane began her career in the medical field working alongside patients and assisting doctors. She worked her way up the ladder to office manager, where she resided for five years. She joined the business in 2008 and brought her valuable experience to the firm. Jane leads the operations function for the business, in addition to developing all operations processes and procedures. She works closely with Charles and the staff to develop and implement strategies that coincide with the objectives of the company and its clients. Jane is also licensed in life and health insurance. Outside of work Jane enjoys spending time with her family and cherishes every moment she gets to spend with her four grandchildren watching them grow and learn. Her commitment to family in and outside of work transcends into the Sawyer Wealth Management each and every day.

Brian Pacen

Wealth Advisor, Portfolio Manager, CFP®, CIMA®, CPWA®

Brian is a Certified Financial Planner™, Certified Investment Management Analyst™ and also a Certified Private Wealth Advisor®. He is a graduate of the University of Maryland, College Park with a degree in Economics. Brian holds FINRA Series 6, 7, 63, 66, 9 and 10 licenses. In addition, he is also licensed in Life and Health insurance and Property and Casualty insurance. Brian is a second generation wealth advisor that has dedicated over ten years to helping clients navigate some of their most important life events and decisions. He specializes in portfolio management, holistic financial planning and wealth management. Brian lives in Eldersburg with his wife, Jessica, and their two children, Josh and Charlotte.