Burdick Wealth Management, LLC offers investment management services designed to create and preserve your wealth.
Our mission is to build a diversified portfolio tailored to your personal financial goals and unique situation.
Our “Client First” approach begins by discussing your specific needs and wishes for both your finances and your life. Together we will develop a personalized strategy that aligns your portfolio with your goals.
Your portfolio will be carefully created and managed by Burdick Wealth Management, LLC to take full advantage of market and economic conditions.
Please call or send us an email to discuss what our services can do for you.
Burdick Wealth Management, LLC is a state registered investment adviser (RIA) licensed in Hawaii, Colorado and California. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.We operate on a fee only basis. This site is for informational purposes only.
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