About the Baker Team
We take a personal approach to financial wellness and wealth management, offering services tailored to each client’s needs. This includes two types of portfolio construction: a white-glove experience for those managing self-directed accounts, where we provide guidance and research without ongoing management, and a more hands-on service that includes portfolio construction and investment advisory services on a discretionary or non-discretionary basis. With a team that has worked together for over a decade, we build strong relationships, understand our clients’ goals, and ensure someone is always available when they call.
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Wealth Enhancement Welcomes Baker & Co
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
Advisory Team
Client Service Team
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Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation