At Baker Wealth Strategies, we take a unique approach to navigating financial waters. We approach every individual, company, business owner, entrepreneur, and family’s situation like it’s a sailing expedition. Serving as first mate and crew for the ship you Captain, we are fully invested in your journey.
Just as the ocean is fluid, and can be dangerous, so too are financial waters. The unique combination of Jennifer’s financial expertise (CPA, CFP, RICP, CEPA) and Justin’s legal experience (JD, MBA) is like having a master navigator and journeyman boat builder as your crew. We strengthen the ship before embarking, help to chart the routes best suited for you, travel with you to navigate perils and help ensure your safe return to port.
As we come aboard 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 and unique the journey is to each and every client.
Baker Wealth Strategies is located in Houston, TX with clients hailing from around the country. If you are interested in experiencing the Baker Wealth Strategies difference, we invite you to navigate through our website and when you are ready to connect for an initial consultation, “Schedule an Appointment” that best fits you.
We always enjoy talking with those who are ready to take control, chart a course and Captain their ship’s financial future regardless of where you are at in relationship to your financial goals.