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Today’s Wealth Management for Tomorrow’s Financial Security

Welcome to Baker Wealth Strategies

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.

Business Services

Business owners and entrepreneurs are presented with a unique set of circumstances, when it comes to wealth management. From tax planning, financial growth & risk, business succession, retirement and estate planning. Having a savvy and trusted crew makes all the difference.

Individual Services

Do you think you have the same needs, desires and goals as your neighbor? We don’t either. From special needs children and grand children to blended family situations; from single persons to traditional families our holistic (financial, retirement, estate planning) approach prepares you for tomorrow, through retirement and beyond.

Meet Our Team

Our mission and focus is to provide you with actionable expertise and guidance. We start by engaging you where you are at, listening to your goals and dreams, developing a plan and staying with you throughout the journey. We do this by using our financial and legal expertise as well as our relationship with leading industry specialists from around the country.

Member

Elite Advisor Group

Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn’t know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies. — Ed Slott

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