A successful wealth management strategy can provide a comfortable retirement, complete with a sailboat

Wealth Management

We know your wealth is measured in much more than numbers. That’s why our strategic wealth management advisors take the time to get to know you and your goals first so we can see the full picture of your life, and help you live yours to the fullest.

Whether you are planning for your own retirement or ensuring a solid financial future for your employees, Baker Tilly can help you take the next step. We understand your life has many facets, so we offer a full range of services to address your personal, tax, investment and business planning needs.

    Our professional advisors include CPAs, CFPs and other business advisors with deep experience in a variety of industries and with varied financial situations. Our investment advisor representatives are held to the fiduciary standard, and we help you reach your personal and business financial goals.

    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.

    Fee based-services

    Our advisory services are fee-based, meaning we do not get a commission for selling specific investment or insurance products to you. We offer unbiased opinions on what we believe are the best options for you.

    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.