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VerifiedFinancial Services· Founded 2010

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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HeadquartersTroy, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2010Websitebaron-wealth.comLinkedIn profileLinkedIn

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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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

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