At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Blue Wolfe Financial
Chad is an Investment Advisor Representative based in Charlotte, NC. He develops financial plans by learning about his clients’ goals and visions, with the understanding that everyone’s economic and life situation is unique...
Jessica is a mother, a teacher, an entrepreneur and a lover of music and nature. She was born in Syracuse, NY and moved to Sylvania, OH, a suburb of Toledo, when she was about 8 years old. Since then she has traveled the world, living...
New South Wealth Management
Joseph Milano is the Managing Partner at New South Wealth Management. Joe is originally from Staten Island, NY and he moved to Charlotte, NC where he started his journey with New South Wealth Management. He has an encouraging and...
Baker Wealth Management (OSJ)
Co Founder & President
Jason Baker earned an economics degree from Clemson University after becoming fascinated with the stock market. When he was ten years old, his mother bought him a share of Toys R Us stock. He watched the price in the newspaper,...
Co Founder & COO
Although Dawn grew-up in Indiana, she now considers herself a full-fledged North Carolinian. A business graduate of UNC-Chapel Hill, Dawn entered financial planning after realizing that most of her peers had little financial knowledge....
Jolene serves as our Operations Associate and is a recent graduate of York Technical College with a degree in Accounting. She was both an active member and the President of her college's chapter of Phi Beta Lambda - the collegiate...
Gail serves in the role of Operations Associate at Baker Wealth Management. She has over 12 years of experience in administrative roles. She has been in the Insurance and Financial sector for the most recent 2 years of her career and...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.