Get a plan to grow and protect the wealth you have created.
Every dollar should be working to increase wealth and security for your business and family, and we’ve got the resources to do it right.
You make the money. We put it to work.
Baker Wealth Strategies is a Houston-based, boutique wealth management firm built expressly for business owners who want increased performance and smart planning that’s comprehensive and simple: financial, investments, tax, business, and estate planning in one place and in the hands of one accountable partner.
You’re busy with the business, so tell us about your business, family, and goals, and we’ll handle the rest.
Smaller is Smarter.
Led by Jennifer & Justin Baker, Baker Wealth is a small firm with the credentials and expertise necessary to deliver broad solutions, regardless of industry or circumstance.
High-net-worth business owners and individuals confront a wide range of wealth, tax, investment, and retirement challenges, and it is difficult to take action when you’re facing a quagmire. Uncertainty is the problem, and we’re the solution.
Smaller means we can jump on a virtual call with you tomorrow and solve problems on-call. It means we have time to form a relationship. It means we know your business inside and out and remember the college you have in mind for your son or daughter without cue cards.
Testimonials
Our Services
Work with a trusted partner who knows your goals and delivers solutions.
Because we work across industries and partner with specialists, our team responds fast with solutions to acute financial issues and comprehensive wealth management plans for business owners.
Strategic Financial Management
Grow your business.
As you grow, more issues come up. You need a partner who has seen them with others and help guide you before they cause problems.
Tax Reduction
Lower business and personal tax liability.
No one likes paying taxes. We will explore entity structure, qualified plan opportunities, and work with your CPA to make sure you are not paying more tax than you have to. Resources are used intentionally, and progress is measurable.
Investments
Put your money to work with smart investment strategies.
If you have money in your business bank account that is not critical to the operation of your business, it’s losing value from inflation. Let’s put that money to work with an analysis of current investments and new investment options that match your risk tolerance and deliver consistent returns.
Estate Planning
Secure your family’s future.
We’re not siloed like other firms, so we can look at the big picture from a tax and legal perspective, making sure nothing slips through the cracks. We will put together a plan that ensures prosperity for your family in the event of death or catastrophe.
Retirement
Get a plan for retirement.
We’ll make sure you keep what you’ve earned through hard work and sacrifice—but we need to start now to protect your assets, plan for college funding, and secure tax efficient, lifelong income. It’s called financial preparedness, and your plan is future-proof.
You’re backed by a network of financial and tax professionals.
Baker Wealth draws on internal and external expertise to serve our clients. If you’ve felt that you received limited options in the past and want to work with a team that delivers without excuses, we’re that team.
Financial
Risk Management
Contingency Planning
Guaranteed Income
Tax
Tax Bucket Planning
Roth Conversions
401k Implementation
Cash Balance Plans
Legal
Entity Structure Review
Buy Sell Agreement Review
Estate Planning Review
Investments
Portfolio Management
Direct Lending
AI Growth Models
Performance vs Risk Analysis
