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Baucom Wealth Management
Baucom Wealth Management provides investment management and strategic wealth planning tailored to each client's situation. The firm strives to be its...
Overview
Baucom Wealth Management provides investment management and strategic wealth planning tailored to each client's situation. The firm strives to be its clients' trusted advisor. As a financial services firm, its primary focus is to provide professional opinions designed to help pursue long term investment results.
General information
Firm type
Multi Family Office
Location
Country
United States
City
Concord
Principals
David Baucom
Frequently asked questions
Is Baucom Wealth Management a direct investor in private companies?
No. The firm's disclosed model is that of a portfolio allocator, not a principal investor. Baucom does not publicly claim to lead venture rounds, acquire real estate directly, or operate a balance-sheet private equity strategy. Its alternative exposure is achieved through packaged products sourced externally.
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