Charles W. Sawyer Jr., CEP®
Chairman | CEO
Click to view certificate:
Awarded 12/1/2006
Sawyer Wealth Management
100 Painters Mill Road, Suite 420
Owings Mills, MD 21117
Office: (410) 356-0329
Toll Free: (800) 276-8043
Fax: (410) 356-9263
Email: charles@sawyer-wealth.com
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Charles is the managing partner and founder of Sawyer Wealth Management and has been providing financial planning services for more than 30 years. His primary focus is working with pre-retirees, retirees and their families in the areas of financial planning and estate planning. Charles also focuses on the complex needs of small business owners, corporate executives and employer sponsored retirement plans.
Professionally, Charles is a Certified Estate Planner™ (CEP®), Registered Financial Consultant, Registered Investment Advisor Representative, and a lifetime member of the Million Dollar Round Table's Top of the Table. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Personally, Charles enjoys working with many charitable organizations, including the Alzheimer's Association, Special Operations Warrior Foundation, American Cancer Society and the V Foundation. Charles and his wife, Jane, live in New Freedom, PA. They have six children and seven grandchildren. Charles holds FINRA Series 6, 63, 26, and 65 registrations. In addition, he is also licensed in life and health insurance.