At Baker Wealth Strategies, we take a holistic approach to financial planning. As specialist in business ownership, individual and family wealth management each financial plan presents a unique set of puzzle pieces. We work with you to turn and connect them in such a way that the most effective and efficient money management system is created.
Our mission is to: “Educate, Encourage and Engage you where you are at in your financial journey. In order to instill Confidence, Courage and Conviction in attaining your specific financial goals.” We cherish this responsibility, understanding how personal the individual financial puzzle is to each and every client.
Baker Wealth Strategies is located in Houston, TX with clients hailing from around the country. When you are ready to experience the Baker Wealth Strategies difference, we invite you to self-select the complementary initial consultation (Schedule an Appointment: Lower Left of the Screen) that best fits you.