Baron Wealth Management’s mission is to empower others to meet the challenges of a well lived life. Our firm’s core values keep our team focused on providing exceptional client service and a single point of contact for all financial needs.
OwnershipWe are accountable; we do not need to be micromanaged. We understand that all tasks are important and that we must be responsible for our own work.
Service OrientedOur expectation is that every client experience meets a gold standard.
Hard WorkingWe care. We genuinely care about the well-being and long-term success of our colleagues and each of our clients. We work hard and focus our attention on achieving and exceeding expected results.
KnowledgeableGaining and sharing knowledge is part of who we are. We are lifelong learners who have a passion for educating others. We truly enjoy translating data into information that our clients can apply to make better decisions.
TeamworkWe take a team approach to our work. We understand our strengths and the importance of the role we play on the team. We do not have silos; we thrive on collaborating and working together. Constant communication helps us create a complete client relationship.
