Bio Charles W. Sawyer Jr., Managing Partner, Senior Wealth Adviser

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Charles W. Sawyer Jr., Managing Partner, Senior Wealth Adviser

CEP® , RFC®, Sawyer Wealth Management

Phone: 800.276.8043
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Charles W. Sawyer Jr. 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. Charles is a Certified Estate Planner, Registered Financial Consultant 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) and the Baltimore Estate planning Council. Charles holds FINRA Series 6, 63, 26, and 65 licenses. In addition he is also licensed in Life and Health insurance.

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