Basic Information
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Company
Capital Wealth Management Group -
Phone
919-571-0764 -
Mobile phone
724-814-9842 -
Email
jackson.baum@lpl.com -
What is your "why"? Why do you do what you do?
Coming from a background with little financial security and responsibility, I developed a complex relationship with money when I was young. I became motivated by my lack of understanding how personal finances impact current and future livelihood. Today, I find value in both helping and educating clients on financial strategies, vehicles, and products to achieve financial milestones and overall financial freedom. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1.) Do you have a written financial plan?
2.) Do you personally know your financial professional?
3.) Are you overdue for a conversation about your finances? -
Unique Selling Proposition
I help individuals and businesses develop personalized financial plans to accomplish their unique goals. Financial planning may consist of investment planning, wealth management, retirement planning, estate planning, tax efficiency and risk management. -
Profession
Financial Planner -
Title
Financial Advisor -
Hobbies and interest
In my free time I love to ski, fish, play basketball, and spend time with friends and family. -
Website
https://www.capitalwmgllc.com/
Contact Information
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City / Town
Raleigh -
State
NC -
Zip
27607 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/jackson-baum-912634270/
Education
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College / University
North Carolina State University