My name is Peter M Baker and I am the owner and current managing Investment officer of Catoctin Wealth Management.
Catoctin Wealth Management, LLC is an investment counseling firm located in Leesburg, VA. I have over 11 years of experience helping clients achieve their financial goals, and establish a secure and comfortable retirement plan.
I am a chartered retirement counselor (CRPC), and certified with series 7 and series 66. I am a fully licensed stock broker (buy or sell), so you are assured that you will receive educated financial advice.
My goal is to help you learn how to handle your money and how to make the right investment choices. I will provide the necessary information and guidance by clarifying the murky and simplifying the complex investment minefield of today's financial jungle. I will be your personal CFO able to grow your money without exposing it to unnecessary risk and exorbitant brokerage fees.
I am trained and knowledgeable on the various ways that you can grow your money. In addition, I will provide professional advice to keep your wealth and protect it from taxes, so you can secure your retirement.
At Catoctin Wealth Management, LLC, I will go the extra mile to get to know you and understand your needs. I believe that this is the best way that I can help you make the most profitable financial choices. Establishing a relationship with my clients also helps me address client inquiries about investment options.
I am fully committed to helping you accumulate wealth and make worthwhile investment decisions. When you are ready to start building your financial future, give me a call at Catoctin Wealth Management, LLC right away!