Wealth Management
Wealth Management
Baker Tilly Wealth Management provides financial guidance, investment planning and related services to a wide range of clients, and our fiduciary responsibility is administered first and foremost with our client’s best interest in mind.
Our team creates and implements measures designed to protect the portfolios of sophisticated and high net worth clients and ensure their desires for wealth transfers, family and charitable giving are efficiently accomplished using our values-based financial guidance approach. For clients who are just starting to invest or are wondering if they are saving enough for major life events, educational needs, retirement and unexpected expenditures, we help allay their uncertainties by developing and managing tailored savings and investment strategies.
Baker Tilly Wealth Management’s goal is to provide our clients with the critical support, advice and management they need, when they need it, and to exceed our client’s expectations in every engagement. Our clients’ goals become our goals, and we strive to be the continuity of their financial and wealth legacy through all aspects of their personal and business life, and that of their families.
The following factors set our team apart:
Fiduciary standard
Baker Tilly Wealth Management is a fiduciary and we do not take that responsibility lightly. We are legally required to act in your best interest. More importantly, we want to act in your best interest! We are dedicated to reaching your financial goals and we respect your values, and act accordingly.
Values-based financial guidance
Often, investment advisors jump into a conversation with financial jargon and do not stop to find out what it is you are really looking to accomplish with your wealth. It could be support for loved ones, a philanthropic legacy or simply security that you have funds if anything goes wrong. Goals change constantly. Values almost never change. We create a plan based on your values.
Strategic partners
Our strategic partnerships allow us to offer you an integrated service solution supported by experienced advisors, user-friendly financial planning technologies and quality investment vehicles and insurance products.
Our solutions
Personal wealth management services
- Financial guidance
- Insurance planning
- Investment planning
- Tax planning
- Retirement planning
- Estate planning
- Charitable giving and philanthropy
Business wealth management services
- Business retirement plans
- Risk management
- Tax services
- Cash flow analysis
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 52 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 – 2021 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. 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 wholly owned subsidiaries of Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC
Our services
Personal Wealth Management Services
Whether you need a full-service approach or a stand-alone solution, we can support your unique personal financial needs.
Business Wealth Management Services
Whatever your unique situation, our wealth management advisors can help you plan effectively for your financial and business goals.
Private Client
In order to achieve your personal and financial objectives, you need a coordinated approach to your tax, estate, and financial planning needs.
Family Office
Building a legacy takes years of savvy business decisions, calculated risks in growth, a commitment to integrity and the right business advisor. Our extensive knowledge of family offices can help you protect and grow your family’s wealth.
Retirement Plan Services
Baker Tilly Wealth Management takes a different approach to retirement plan services; we offer fiduciary protections and step-by-step guidance.