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|Office:||1340 Smith Ave.
Baltimore, MD 21209
As an independent organization, Bay Harbor Wealth Management can offer unbiased advice without conflict of interest arising from the need to prioritize proprietary financial products. We offer a broad range of services, including Retirement Planning, Investment Planning, Asset Protection, 401K Services, Tax Planning, and Estate Planning.
We recognize that the foundation of any successful wealth management plan is an appreciation of each client’s financial needs and goals both presently and in the future. To that end, we take on a holistic approach with clients to help them identify their individual needs and goals and embrace those realizations as the anchor of our work going forward.
We design, and provide our clients with, customized comprehensive wealth management plans tailored to each client’s financial situation and aspirations.
See how Bay Harbor Wealth Management can help you achieve your financial goals by contacting us for a free consultation.