Welcome To Bagby Wealth
OUR MISSION IS TO PROVIDE WEALTH MANAGEMENT SERVICES AS WELL AS TACTICAL AND STRATEGIC INVESTMENT ADVICE TO HELP OUR CLIENTS BUILD, PRESERVE, AND UTILIZE WEALTH.
Your Path Starts Here
Our clients count on us to track the latest financial trends and pursue market opportunities. We strive to deliver our best investment advice to help you build and preserve wealth.
As an independent Registered Investment Advisory* firm, Bagby Wealth Management uses outside qualified custodial firms to hold our clients’ funds so you can feel confident that your portfolio is secure. Through these custodial firms, your accounts are SIPC insured. SIPC insurance covers up to the first $250,000 cash, and securities and cash up to $500,000, in the event a financially troubled SIPC member, usually a Broker-Dealer fails.1
At Bagby Wealth Management, we take a team approach to helping you reach your financial goals. Our team uses a step by step process to identify your financial goals and objectives. We then help you with the implementation of these goals and objectives. Later we monitor your progress and make adjustments as necessary. Along the way, you will have experienced professionals to help guide you toward your destination based on your specific requirements. These independent professionals are supported by a friendly, experienced service-oriented staff whose most important function is to meet your needs. Whether those needs include helping you complete paperwork and process your deposits, helping you get answers to your questions and concerns, or helping you navigate any unusual problems or issues you might encounter along the way, our team is there to guide you on your path as you follow your course.
Our team of professionals brings many decades of combined experience in the financial services industry. As a client of Bagby Wealth Management, you benefit directly from our collective knowledge and the innovative methods we employ to address your financial goals. Contact us today to set your course for the future.
*Note that registration with the state of Missouri, Kansas or any other state as an investment advisor does not imply a certain level of training or skill.
1Read more at SIPC.org