At Baker Private Wealth Specialists, our mission is to empower individuals, families, and businesses to achieve financial security and lasting legacies. We are dedicated to providing holistic, client-centric financial planning and wealth management solutions, driven by innovation and expertise. By forging strong relationships built on trust, transparency, and a value-first approach, we strive to make a meaningful and lasting impact on the lives of our clients and the communities we serve.


At Baker Private Wealth Specialists, we understand that the world of banking and finance can often feel inaccessible and overwhelming to many individuals. In most cases, people are unable to speak directly to a banker, and when they do, they may receive biased information that primarily benefits the bank. We believe everyone deserves fair and unbiased access to financial expertise, so we are dedicated to expanding access to banking and finance services. Our team of knowledgeable professionals prioritizes our client’s best interests, providing unbiased, personalized financial guidance to help them confidently navigate their wealth journey. By offering a wide range of services and leveraging innovative technologies, we are breaking down barriers and empowering individuals and businesses to achieve their financial goals.


Your partners in wealth and prosperity.

At Baker Private Wealth Specialists, we offer comprehensive services designed to help our clients achieve their financial goals and secure their legacies. Our services include:

  1. Holistic financial planning: We create personalized, comprehensive financial plans that consider your entire financial picture and align with your short- and long-term objectives.

  2. Retirement planning: Our team helps clients develop and implement strategies to ensure a comfortable and secure retirement, including income planning and investment management.

  3. Entity formation counseling: Our experienced team guides clients through the process of selecting and forming the appropriate business entity, such as LLCs, S-Corps, or C-Corps, to best suit their specific needs and objectives. We provide advice on legal structures, tax implications, and compliance requirements to ensure a strong foundation for your business.

  4. Estate and legacy planning: Our experts guide clients through the process of creating and updating wills, trusts, and other estate planning documents to protect their wealth and ensure a smooth transition to the next generation.

  5. Tax planning and strategies: We help clients minimize their tax burden through proactive planning, maximizing deductions and credits, and implementing tax-efficient investment strategies.

  6. Insurance planning: We assess our clients' insurance needs and recommend appropriate coverage solutions, including life insurance, disability insurance, and long-term care insurance.

  7. College savings planning: Our team assists clients in developing strategies for funding higher education expenses, including the use of 529 plans and other savings vehicles.

  8. Business consulting and succession planning: We help business owners grow and transition their companies through strategic planning, mergers and acquisitions, and succession planning.

  9. Investment banking services: Through Baker Group Mergers & Acquisition Consultants, Inc., we provide investment banking capabilities to help clients exercise their ownership options and facilitate successful deals.

  10. Charitable giving strategies: We help clients incorporate philanthropy into their financial plans and identify tax-efficient gifting strategies to support their favorite causes and organizations.

  11. Financial education and resources: We empower our clients with financial knowledge and resources, including workshops, seminars, and access to our team of experts for ongoing support and guidance.

  12. Online fundraising consultations for businesses and nonprofits: We offer expert advice and support for organizations seeking to raise funds through online platforms. Our consultants help businesses and nonprofits develop effective fundraising strategies, create compelling campaigns, and optimize their online presence to reach a wider audience and maximize their fundraising potential.

10 Reasons to Partner with Baker Private Wealth Specialists

1. Holistic financial planning: At Baker Private Wealth Specialists, we take a comprehensive approach to financial planning, ensuring that all aspects of your financial life are considered. We only recommend financial products when they align with your goals and needs, ensuring you have a tailored plan that suits your unique situation.

2. Innovative remote meeting and online application process: We understand the importance of convenience and accessibility in today's fast-paced world. That's why we offer innovative remote meeting options and a seamless online application process, making it easy for you to engage with our team and manage your finances from anywhere.

3. Client-centric approach: Our focus is on our clients, not the products we can sell you. The worst thing that can happen to your money is being at someone’s discretion, being gambled away. We don’t possess your money and will NEVER advise you to make gambles with your money. Our goal is for you to retain liquidity, use, and control of your money. As our financial products are provided by OneAmerica Financial Partners, a mutual insurance company, our focus is on serving our clients, not Wall Street. This means you can trust that our recommendations are based on your best interests, rather than corporate interests.

4. Investment banking capabilities: Our association with Baker Group Mergers & Acquisition Consultants, Inc. provides our clients with access to investment banking capabilities, helping you exercise your ownership options and make informed decisions about your business portfolio.

5. Saving retirements: We are dedicated to helping our clients secure their financial futures and enjoy the retirement they envision. Our team of experts works diligently to create strategies designed to protect and grow your retirement savings.

6. Locking in your legacy: Our goal is to help you build and preserve your wealth for future generations. We offer a range of services and strategies to help you create a lasting legacy for your loved ones.

7. Personalized service: We understand that every client is unique, and we pride ourselves on providing personalized service and custom financial solutions tailored to your individual needs and goals.

8. Expertise and experience: Our team of professionals at Baker Private Wealth Specialists has the knowledge and experience to guide you through the complex world of finance, helping you make informed decisions to achieve your financial objectives.

9. Ongoing support and guidance: We believe in building long-term relationships with our clients. Our team will be there to provide ongoing support and guidance, helping you navigate any changes in your financial situation and adjusting your plan as necessary.

10. Comprehensive range of services: From wealth management and retirement planning to estate planning and risk management, we offer a comprehensive suite of services designed to address all aspects of your financial life. Our integrated approach ensures that all your financial needs are met under one roof, simplifying your wealth management experience.

Bonus reason #11. Value-first approach: At Baker Private Wealth Specialists, our commitment to delivering exceptional service and value is paramount.