Baker Wealth Strategies
13100 Wortham Center Drive, Houston, TX 77065
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
13100 Wortham Center Dr 3rd floor, Houston, TX 77065, United States
About the Business
Baker Wealth Strategies is a finance institution located at 13100 Wortham Center Drive in Houston, Texas, United States. Specializing in business ownership, individual and family wealth management, we view each client's financial situation as a unique puzzle to solve. Our mission is to educate, encourage, and engage our clients in their financial journey, instilling confidence and conviction along the way.
With a team dedicated to building lasting and trusted relationships, we offer personalized guidance and advice to help clients navigate tax planning, financial growth, business succession, retirement, and estate planning. Our holistic approach ensures that each client's wealth strategy is tailored to their unique circumstances, whether they are business owners, entrepreneurs, or individuals with special needs or blended families.
At Baker Wealth Strategies, we provide actionable expertise and guidance to help clients make the most of their financial resources. By leveraging our financial and legal expertise, as well as our network of industry specialists, we help clients prepare for tomorrow, through retirement and beyond.
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Reviews
"I've been working with Baker Wealth Strategies for a few years now. I have found that they have been thorough in their exploration of my goals and have offered very sound advice in developing a strategy that moves me toward my goals, minimizes my taxes and manages my risk. They take the time to answer my questions and provide clarifications when I need them. Theya re a key professional partner who I rely on to manage my financial goals."
"Baker Wealth is stellar. I wouldn’t trust anyone else with my financial planning. Everyone is extremely knowledgeable and really take the time to really listen to your goals and assess your needs."
"Jennifer and her team have put us on a great plan for our retirement."
"I have worked with Jennifer and her team at BWS for four years. I am very pleased with the direction of my overall portfolio and retirement plan."
"Great experience working with Baker Wealth Strategies! They are truly concierge and walk me through things when needed. And more importantly, will break things down without making me feel like a child if I don't understand intricate financial things right away. Four million stars!!"
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