Baker Wealth Management believes that money is a tool for creating your authentic life.
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 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.