Baron Wealth Management
Baron Wealth is an independent registered investment advisory firm, located in Troy. We are a boutique firm offering comprehensive wealth management services for high net worth individuals. Our comprehensive approach includes income tax, retirement, cash flow, estate, investment, compensation, benefits, and insurance planning. Baron supports all activities, which are focused on gaining a unique perspective of every specific client situation, so that as a team we can position every client to effectively meet the challenges of a well lived life….
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
13
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BZ
Beth Zilka
Principal · Finance & Accounting
EmailPhone - JW
Julia Wachler
Compliance Manager · Legal
EmailPhone - AR
Avery Ragatzki
Senior Client Service Associate · Customer/Client Service
EmailPhone - BZ
Bret Zilka
Operations and Business Development · Operations
EmailPhone - EC
Emily Chludzinski
Senior Financial Planner · Finance & Accounting
EmailPhone - JL
Joseph Lasslett
Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Baron Wealth Management
6 distinct titles indexed · top 6 shown.
- 1compliance manager
- 1operations and business development
- 1principal
- 1senior client service associate
- 1senior financial planner
- 1senior wealth advisor
Sign up to unlock all 6 contacts at Baron Wealth Management
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