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.
Overview
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.
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.
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.
Charles Sawyer, Jr.
Founder & President
Retirement PlanningPreserve your wealth.Click here to learn more about retirement planning.
Tax PlanningStrategic positioning of your assets.Click here to learn more about Tax Planning.
Business PlanningEmbrace the experiences and responsibilities that come with owning your own business.Click here to learn more about Business Planning.
Legacy PlanningLeave a legacy to your children.Click here to learn more about Legacy Planning.
Estate PlanningEliminate uncertainties about your estate.Click here to learn more about Estate Planning.
Veterans ProgramVeterans’ Aid and Attendance financial assistance benefit.Click here to learn more about our Veterans Benefit Outreach Program.
Blog
Contact
Phone
410.356.0329
800.276.8043
charles@sawyer-wealth.com
Get In Touch
Owings Mills
100 Painters Mill Road, Suite 420
Owings Mills, Maryland 21117
Naples
780 Fifth Ave, Suite 200
Naples, Florida 34102
