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 them in such a way it results in the most effective and efficient money management system designed 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 specific financial goals.” We cherish this responsibility, understanding how personal and even sometimes private your individual financial puzzle is to you.
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.