The Baxter Team

Serving the greater Houston, TX area.

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Contact

(713) 400-8000 baxterteam@wealthenhancement.com

Location

1800 West Loop S Ste 1900
Houston, TX 77027
(713) 400-8000
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A team behind every plan

Welcome to the Baxter Team, a planning-first, high-touch advising practice that emphasizes a comprehensive approach to wealth management. Our team builds deep, meaningful relationships with our clients as we partner with them on their financial journeys. We focus on the needs of clients who are nearing retirement, as well as those who have recently retired. We specialize in reducing the “unknowns” that come with the retirement transition, applying our planning-first process to address concerns, from the common to the complex. Our genuine, authentic care for our clients permeates everything we do — contact us to see how our approach can help you. 

Already a client? Access your accounts.

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Meet Our Team

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Advisory Team
Client Service Team

Awards & Recognition

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  1. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  2. Awarded 8/6/25 for the period 3/31/24-3/31/25.
  3. Awarded 07/01/2025 for the period 10/10/2024 through 05/05/2025.
  4. Awarded 07/01/2024 for the period 10/10/2023 through 05/05/2024.
  5. Awarded 07/01/2023 for the period 10/10/2022 through 05/05/2023.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan
Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Baxter Team

What we’re thinking about

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Retirement

The Pros and Cons of Rolling Your 401(k) to an IRA

Wondering what to do with a 401(k) from a previous employer? Explore the pros and cons of rolling it into an IRA, keeping it in your old or new 401(k), and learn how each option impacts taxes, flexibility, and retirement planning.
Brad Baxter Aug 20, 2020
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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