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Overview

  • We Treat Clients
    Like Family
    Wealth Preservation Professionals

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

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.

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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.

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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.

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Charles Sawyer, Jr.

Founder & President

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.

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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 experts can fulfill all of your planning needs.

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    Retirement Planning
    Preserve your wealth.

    Click here to learn more about retirement planning.

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    Tax Planning
    Strategic positioning of your assets.

    Click here to learn more about Tax Planning.

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

    Click here to learn more about Business Planning.

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    Legacy Planning
    Leave a legacy to your children.

    Click here to learn more about Legacy Planning.

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    Estate Planning
    Eliminate uncertainties about your estate.

    Click here to learn more about Estate Planning.

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    Veterans Program
    Veterans’ Aid and Attendance financial assistance benefit.

    Click here to learn more about our Veterans Benefit Outreach Program.

Blog
Read More
Monthly Market Update Webinar 03/15/21
March 17, 2021 by Sawyer Wealth Management in Market Update 0 Comments
Monthly Market Update Webinar 03/15/21
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Weekly Market Update Webinar 02/09/2021
February 9, 2021 by Sawyer Wealth Management in Market Update 0 Comments
Weekly Market Update Webinar 02/09/2021
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Weekly Market Update Webinar 01/07/2021
January 7, 2021 by Sawyer Wealth Management in Market Update 0 Comments
Weekly Market Update Webinar 01/07/2021
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Weekly Market Update Webinar 11/20/2020
November 20, 2020 by Charles Sawyer in Market Update 0 Comments
Weekly Market Update Webinar 11/20/2020
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Weekly Market Update Webinar 10/09/2020
October 9, 2020 by Charles Sawyer in Market Update 0 Comments
Weekly Market Update Webinar 10/09/2020
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Contact

Address

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

Phone

410.356.0329
800.276.8043

Email

charles@sawyer-wealth.com

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© 2020 Sawyer Wealth Management | Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Sawyer Wealth Management and Client One Securities, LLC are not affiliated. | Member FINRA & SIPC

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