Services

Our Services

Advice On A Full Range Of Financial Planning Matters

Bailey Wealth Services is committed to understanding your unique needs, and providing customized strategies and valued guidance to help you pursue your financial independence. We take great pride in our personal review process and our dedication to developing longstanding relationships with all of our clients. In addition, we pride ourselves on being independent and offering advice that is personalized and always in your best interest.

Experienced Solutions

We ensure you have a solution with the right experience and approach to you.

Always Listen

Your advisor will develop understanding of your needs and the approach you want to take.

Always Clear

We will provide a clear, personalized experience in managing your wealth.

Right Approach

We will identify a suitable way to pursue your goals that are realistic and attainable, and always in your best interest.

Exceptional Care

We deliver on our promises and celebrate our successes, we are friendly and caring.

Bailey Wealth Practice Areas

Retirement Planning

Trust Services

It is worth understanding the options of distributing wealth before deciding what is best for you.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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Investment Management

Education Planning

Whether you're paying for tuition costs now or saving for a future goal, it's important to determine if your education strategy is compatible with pursuing your retirement income and related financial objectives.

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Insurance

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

office@baileywealth.org | (425) 252-4032