Friends & Family

The greatest moments in life are not concerned with selfish achievements but rather with the things we do for the people we love and esteem.
~Walt Disney

Services for Friends and Family

Paul Baker and his team designate time each week to meet with friends and family of our clients.  The Baker Wealth Management Group does not work with everyone, but we make ourselves available to any friends or family members who may seek financial guidance.  Someone may have a simple question, or in some cases, they may be looking for a financial advisor.  In these situations, we are happy to meet with them to determine if there is a mutual fit.  Please know that if there is someone important to you, we are glad to take the time to provide them with helpful advice.