Our Mission: Empowering Financial Security and Legacy Planning


At Baker Private Wealth Specialists, we recognize that banking and finance can seem confusing and hard to reach for many people. Often, individuals can't talk directly to a banker, and when they do, they may get advice that mainly benefits the bank. We believe everyone deserves fair and honest access to financial knowledge, so we focus on making banking and finance services more accessible. Our skilled team puts our clients’ interests first, offering personalized financial guidance to help them manage their wealth with confidence. By providing various services and using innovative technology, we are removing obstacles and helping individuals and businesses reach their financial goals.

Trusted Partners in Wealth Management and Prosperity

At Baker Private Wealth Specialists, we provide a wide range of services to help clients achieve financial goals and build lasting legacies, including:

  • Holistic Financial Planning: Personalized plans aligning with short- and long-term objectives.

  • Retirement Planning: Strategies for secure, comfortable retirement.

  • Entity Formation Counseling: Guidance on forming LLCs, S-Corps, or C-Corps tailored to your needs.

  • Estate & Legacy Planning: Wills, trusts, and strategies for wealth protection and transfer.

  • Tax Planning: Minimize taxes with proactive strategies and tax-efficient investments.

  • Insurance Planning: Life, disability, and long-term care insurance solutions.

  • College Savings: Strategies using 529 plans and other savings tools.

  • Business Consulting & Succession: Growth, transition, and M&A planning for business owners.

  • Investment Banking Services: Ownership and deal strategies through Baker Group M&A Consultants.

  • Charitable Giving: Tax-efficient strategies to support your philanthropic goals.

  • Financial Education: Workshops, seminars, and ongoing expert support.

  • Online Fundraising Consultations: Effective strategies for businesses and nonprofits to maximize fundraising potential.

Let us help you take control of your financial future.

Top 10 Benefits of Partnering with Baker Private Wealth Specialists

Holistic Financial Planning
We take a comprehensive approach, considering your entire financial picture to create personalized plans that align with your goals and needs.

  1. Convenient Remote Access
    Engage with us easily through remote meetings and a seamless online application process, making financial management accessible from anywhere.

  2. Client-Centric Approach
    Your money remains in your control. We focus on liquidity and stability, offering advice that serves your best interests—not Wall Street’s.

  3. Investment Banking Expertise
    Access advanced business strategies and ownership options through our partnership with Baker Group Mergers & Acquisition Consultants, Inc.

  4. Retirement Protection
    Secure and grow your retirement savings with tailored strategies designed for a comfortable and worry-free future.

  5. Legacy Preservation
    Build and protect wealth for future generations with strategies to ensure a lasting legacy for your loved ones.

  6. Personalized Service
    Receive custom financial solutions tailored to your unique goals, because no two clients are the same.

  7. Proven Expertise
    Our experienced team provides trusted guidance to help you navigate the complexities of financial planning.

  8. Ongoing Support
    We’re with you every step of the way, offering continuous guidance to adapt your plan as your financial needs evolve.

  9. Comprehensive Services
    From wealth management and retirement planning to estate and risk management, we simplify your financial life by addressing all your needs under one roof.

Bonus: Value-First Commitment
Our priority is delivering exceptional service and solutions that align with your values and goals.

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