Are you considering a move to a new financial planner? How about working with one for the first time?
Have you considered a Wealth Strategist?
As specialist in business ownership, individual and family wealth management each wealth strategy plan presents a unique set of puzzle pieces. We work with you to turn and connect your financial pieces to create an effective and efficient money management system designed specifically for you.
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 financial goals.” We cherish this responsibility, understanding how personal and even sometimes private your individual financial puzzle is to you.
With a wealth of knowledge and a love for what we do, our team strives to build a lasting and trusted relationships with you. Our goal is to create a financial picture and personal relationship you can always count on and trust.
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 Contact Us and tell us a little more about your current needs, goals and dreams.