About the Baxter Team
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.
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Advisory Team
Client Service Team
Resources from our team
Team locations
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
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.