Custom Wealth Management
We create strategies that are tailored to your needs and goals.
Lifelong Financial Guidance
Years of experience have prepared us to guide you through your life transitions.
A Value-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Wealth Management, Tailored To You
Financial Strategy: It's In Our DNA
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Bailey Wealth Services, we know how to disrupt the status quo and want to help you do the same.
It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Ready for the next step? We can help.
Our Three-Step Process
Manage
Our comprehensive financial management means we're ready to address your every need.
Meet Our Team
Synda McCormick
Director of First Impressions & Client Services Associate
synda.mccormick@baileywealth.org
Resource Center
Common Tax Errors to Avoid
Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.