“Life is not measured by the number of breaths we take, but by the moments that take our breath away” — Maya Angelou
Baker Wealth Management believes that money is a tool for creating your authentic life.
We understand that each one of us travels on our own path. Some are traditional and well-trodden while others take a road less traveled. Both paths require consideration and financial planning. Preparing for your dreams, as well as the unexpected detours, smooths out your journey while building financial confidence. We want to hear your story.
A more personal approach to financial planning
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Our Professional Standards
Baker Wealth Management has adopted a firm-wide set of standards and guidelines that are among the highest in the investment industry.
We believe that our advisors must:
Always place our client's interests first and foremost
Build our relationships with integrity, respect and accountability
Maintain the integrity of our profession by developing professional competence and knowledge
We believe that each client is unique. Because of this, the ‘one size fits all’ portfolio style approach is avoided. Instead, we respect and value our client’s individuality and we customize portfolios which reflect their needs.
Integrity, professionalism and communication are the pillars of our organization. Baker Wealth Management is an independent financial firm and advice is given with no allegiance to any particular financial product or fund family. Our sole commitment is to our clients to whom we strive to earn and maintain their trust and respect.
Over 25 Years of Investment Management Experience
Riskalyze
Do you know your risk number? And more importantly - what does it mean for your portfolio?
Services
Each client has their own individual stories and dreams which require their own personalized solutions. Through thoughtful conversations and analysis, our clients and team work together to develop a pragmatic plan. Our goal is to prepare for the unexpected, so it doesn’t detour your journey.
01
Wealth Planning
We provide comprehensive wealth planning which details your overall financial picture.
02
Investment Management
Our active investment management process is designed and constructed through actively listening and communicating with you.
03
Estate Planning
We work with various legal professionals that will help you understand how your assets will be distributed under existing tax law.
04
Retirement & Income Planning
Moving into retirement can be one of life’s biggest transitions as your focus changes from accumulating assets to distributing them.
05
Insurance & Risk Management
Life can throw us some unexpected curveballs whether it’s a disability, illness, injury, large expense or even early mortality.
