BAKER WEALTH STRATEGIES

As specialists in business ownership, individual and family wealth management we approach each wealth strategy plan as a unique puzzle. We work with you to turn and connect your financial pieces to create an effective money management system designed specifically for you... 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... As financial professionals we work to find the best solutions for our clients. Sometimes, the best way to provide additional services is through teamwork.

Primary location: Houston United States