Our aim is to establish one-to-one relationships by offering you the personal approach you deserve and the depth and experience you expect.
We are here for you. Since 1987, the Baker Wealth Management Group has helped select families achieve their life goals by providing customized, comprehensive wealth management services.
A Strong Team Dedicated to Our Clients
Our Team Members
We offer a full spectrum of investment services designed to help position our clients to achieve their life goals. We act as your personal guide, helping to navigate the complex world of investing.
A Wide Range of Services
Our ServicesBringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Our Services
Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers.
