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

“Baker Wealth is stellar. I wouldn’t trust anyone else with my financial planning. Everyone is extremely knowledgeable and really takes the time to really listen to your goals and assess your needs.”

— Jayna Rossi, Business Owner

"We love working with Baker Wealth Strategies! They are great in both a personal and professional capacity"!

— Charles Alspaugh, Business Owner

“Jennifer and her team have put us on a great plan for our retirement.”

— Nick Thilges, Individual

"They take the time to answer my questions and provide clarifications when I need them. They’re a critical professional partner who I rely on to manage my financial goals.”

— Matthew Bowe, Business Owner

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

Retirement Planning

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

Get A Plan

We work with business owners and individuals across the country.
Let’s schedule a time to talk.