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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.

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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.

    Our services

    1. Personal Wealth Services

      Personal Wealth Services

      Whether you need a full-service approach or a stand-alone solution, we can support your unique personal financial needs.
    2. Business Wealth Services

      Business Wealth Services

      Whatever your unique situation, our wealth management advisors can help you plan effectively for your financial and business goals.
    3. Private Client

      Private Client

      In order to achieve your personal and financial objectives, you need a coordinated approach to your tax, estate, and financial planning needs.
    4. Family Office

      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.
    5. Wealth Management

      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.

    Ed Drake, Kevin Hermis, and Matt Payne are investment adviser representatives offering investment advisory services through United Capital Financial Advisers, LLC (United Capital), a registered investment adviser. All other professionals listed herein are not representatives of United Capital. United Capital does not provide tax or legal advice. Investors should consult their tax and legal professional with questions about their particular circumstances. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy. Baker Tilly Virchow Krause, LLP (Baker Tilly) and United Capital are separate and unrelated companies.