Charles Sawyer, CEP®

Sawyer Wealth Management
100 Painters Mill Road, Suite 420
Owings Mills, MD 21117
(410) 356-0329
Toll Free: (800) 276-8043
(410) 356-9263

780 Fifth Avenue, Suite 200
Naples, FL 34102

charles@sawyer-wealth.com
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CEP® Date Awarded
December 1, 2006




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Charles W. Sawyer Jr., CEP®, RFC®
Chairman & CEO - Sawyer Wealth Management

Charles 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.

Professionally, Charles is a Certified Estate Planner™ (CEP®), Registered Financial Consultant, Registered Investment Advisor Representative, 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).

Personally, Charles enjoys working with many charitable organizations, including the Alzheimer's Association, Special Operations Warrior Foundation, American Cancer Society and the V Foundation. Charles and his wife, Jane, live in New Freedom, PA. They have six children and seven grandchildren. Charles holds FINRA Series 6, 63, 26, and 65 registrations. In addition, he is also licensed in life and health insurance.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

Meet Charles Sawyer

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