Certified Wealth Mortgage & Investment


Certified Wealth Mortgage & Investment

"Your Trusted Partner in Homeownership"

Since 1985, Certified Wealth Mortgage & Investment has been your local guide to navigating the world of residential mortgages. Our experienced team goes beyond the transaction, providing a personalized approach with a blend of expertise and genuine care.

Whether you're a first-time home buyer, considering a refinance, or exploring other loan options, we'll find the perfect solution to fit your financial goals. We're committed to making the mortgage process smooth, clear, and even enjoyable.

38 Years Experience

Expert guidance every step of the way

Various home loan programs

Refinance options

The Best Service We Offer

Our services include personalized financial planning, strategic investment advice, and dedicated support for your financial journey.

First-Time Home Buyer Assistance

Buying your first home is a monumental milestone. Our First-Time Home buyer Assistance service is designed to guide you through the entire process, from pre-qualification to closing. We offer educational resources, personalized financial assessments, and tailored mortgage options to ensure you feel confident and supported every step of the way.

Mortgage Refinancing

Refinancing your mortgage can help you secure a better interest rate, lower your monthly payments, or access equity in your home. Our Mortgage Refinancing service provides expert advice on the best options for your financial situation. We streamline the refinancing process, making it straightforward and hassle-free.

Home Loan Options

Explore a variety of home loan options with our comprehensive service. Whether you're interested in fixed-rate mortgages, adjustable-rate mortgages, FHA loans, VA loans, or jumbo loans, we help you understand the benefits and drawbacks of each. Our goal is to find the perfect loan to match your financial picture and homeownership goals.

Mortgage Education and Resources

Understanding the mortgage process is crucial for making informed decisions. Our Mortgage Education and Resources service offers a wealth of information, including articles, guides, and one-on-one consultations. We empower you with the knowledge needed to navigate the complexities of mortgage lending confidently.

Meet Our Expert Advisor

Kurt Baker CFP®,

CEPA, AIF®

Private Wealth Manager

101 College Road East, Suite 2,

Princeton, NJ 08540-6775

• 609-716-4700 •
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