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Wealth Management

Working with individuals and families in all stages of their investment journeys, we offer a wide array of services. Our work allows our clients to enjoy a life of increased use and enjoyment of assets, reduced financial risks, and more flexibility and options to better adapt to the ever-changing world we live in. Our strategies include:

Financial Planning

  • Developing a retirement aligned with your needs
  • Investment and portfolio management with risk tolerance and individual needs in mind
  • Helping to make your income last through retirement
  • Developing a plan to help pay for your child or grandchild's education
  • Managing a plan for your estate for your lasting legacy

Wealth Management

  • Developing an investment portfolio appropriate to your risk tolerance
  • Utilizing investment vehicles like stocks, bonds, mutual funds, and ETFs
  • Ongoing monitoring of your investments
  • Regular meetings to educate and inform you on your current and future options

At The Baker Group, we do more than just put a client into a portfolio and manage their investments. We go beyond the services of a typical wealth management practice and offer a truly consultative approach, get to know our clients on a personal level, work to understand where their motivations lie, and craft plans according to their vision of the future. We will help you plan for the today, the long-term, and everything in between.