Wealth Management
Wealth Management
Individual investors and families can count on our advisors to deliver thoughtful advice in all aspects of your lives. We start by understanding your short- and long-term financial goals and building a relationship based on transparency. Then, we create and implement measures designed to protect and enhance what matters most to you.
Our services for you
Success can be defined in many ways. Some clients want to achieve a certain rate of return in an investment portfolio. Others want to design a wealth transfer strategy for the next generation.
All of our wealth advisors offer a range of services fit for the most simple or complex client relationships. We work with you to make sure we are executing a customized plan to achieve your specific objectives.
Identifying the best way to manage your investments can be a challenge. We have significant expertise managing retail, institutional and retirement portfolios. Our advisors have been successful in navigating different market environments for clients. Each portfolio is tailored to your objectives and constraints considering time horizon, risk tolerance and other short- and long-term objectives.
Once we’ve created your investment plan, our advisors schedule regular meetings to review your portfolio and investment strategy.
We help clients:
- Build investment portfolios to produce risk-adjusted returns through market cycles
- Identify and source investment opportunities
- Review and rebalance portfolios
- Use data aggregation software to provide transparency
Our advisors can work with you to determine how best to make your assets last throughout your retirement years. This includes determining your retirement plan withdrawal strategies and best use of social security claim tactics.
With an intimate understanding of your goals, we can suggest strategies to minimize tax liabilities. Our advisors work directly with you and your CPA to provide tax-efficient investing advice and tax strategies.
We help you plan for the unexpected and evaluate how insurance should be part of that plan. Our advisors proactively revisit your insurance strategy to ensure you have the optimal policies in place. Coverage options include:
- Annuity insurance
- Disability insurance
- Life insurance
- Traditional and linked-benefit long-term care insurance
Having access to liquidity solutions gives you flexibility when opportunities arise. We partner with you to determine your best financing options within real estate, art, yachts and planes.
For many, there is a desire to enhance their legacy by giving back to their community, religious organization or other charities. Our advisors can help you plan by maximizing your gift through direct giving, foundations and trusts.
Education is an integral part of many client investment strategies. Our advisors can work with you to determine the best savings plan for the educational desires of your family.
Do you require assistance with something that you don’t see on our service listing? Through our affiliation with Baker Tilly, we can handle anything you need, whether administrative or financial. The list below includes just a sampling of the concierge services we offer:
- Budget analysis
- Tax planning/compliance
- Recordkeeping
- Bill pay
- Income collection
- Bank reconciliation
- Cash flow analysis
- Insurance coverage
- Medical claims
- Major acquisitions
- Mortgage selection
- Payroll
Business retirement plans
Retirement planning is key to attracting and retaining top employees. We can support your business’ retirement plans, whether it be a 401(k), 403(b) or other employee benefit plan. Our advisors can help you choose the right fit for your employees and implement the plan. Then, we can work with your employees to help them reach their retirement goals.
Our difference
Client/family first approach backed by your values
We treat clients as an extension of our families. Because of this, we are proactive, responsive and personalized. We treat you and your values ahead of your wealth and take the time to understand your priorities.
Objectivity
Baker Tilly Wealth Management is a fiduciary. Fiduciary responsibility means we always act in our clients’ best interest. We are legally liable, morally driven and results oriented.
Integrated experience
Our clients gain a more holistic experience through the unique collaboration with Baker Tilly private wealth specialists. Together, we provide investment advisory, tax, trust and estate planning and family office services. This holistic approach creates more opportunities to add value for every client.
Unified technology and platform
We utilize a leading investment platform for equities, fixed income and alternative investments. And, we combine this with a data aggregation and performance consolidation technology. Together, they provide high net worth families with greater capabilities and transparency to all their assets and liabilities.
Baker Tilly Wealth Management honored
Baker Tilly Wealth Management was recognized by Accounting Today as one of the top 150 CPA financial planners by assets under management (AUM), and one of 58 firms included in their $1 Billion-Plus Club.
Awards, rankings and other forms of recognition are not indicative of BTWM’s or its advisors’ future performance.
Accounting Today – 2022 Top Firms by AUM – Recognized firms were selected based on their assets under management. Data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. There was no charge to be included in this award listing.
Disclosure
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Insurance products are offered through Baker Tilly Vantagen, LLC. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International.
© 2022 Baker Tilly Wealth Management, LLC
Related services
Retirement Plan Services
Baker Tilly Wealth Management takes a different approach to retirement plan services; we offer fiduciary protections and step-by-step guidance.
Charitable Giving & Philanthropy
Baker Tilly Wealth Management teams up with American Endowment Foundation to provide a donor advised fund for charitable giving in a tax-smart way.
Family Office
Baker Tilly’s family office professionals combine expertise with forward-thinking strategy, to enhance and protect your evolving legacy.
Ownership Transition & Exit Strategies
One of the most significant changes to a business and its stakeholders can be the transfer of ownership. Baker Tilly can help you prepare for transition now, for tomorrow.
Private Wealth
At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.
Business management services
Are you a professional athlete, entertainer, writer or high-net-worth client that provides a specialized service? In an industry challenged with fluctuation and uncertainty, Baker Tilly can provide insight to guide your financial decisions.
Once our team understands your current financial situation, we can structure a flexible plan that maximizes your future. We can help with income collection, cash flow reports, cost accounting, payroll and more. We also have a full suite of services ready to serve entertainment, media and sports companies.