Timothy  Baker

Timothy Baker

| CFP®

WealthShape

Independent Fee-Only Financial Planner providing ongoing advice, and investment management built on reason and responsibility.

Specialties

  • Free Initial Consultation
  • Fee-Only Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Financial Review
  • Insurance Planning
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

150 Bush Hill Rd
Manchester, CT 6040

1044 Main St.
Unit 16
Watertown, CT 06795

15 N Main St
Ste 100
West Hartford, CT 06107

8 Wright St
Fl 1
Westport, CT 06880

Timothy Baker is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Timothy Baker, CFP® is the Founder and CEO of WealthShape, a Connecticut based, fee only independent financial advisor specializing in low cost quantitative investment management and fiduciary advice delivered by CERTIFIED FINANCIAL PLANNER™ professionals. WealthShape aim's to provide sustainable, explainable results that help individuals, families, businesses and institutions become better, more informed investors.

He founded WealthShape after spending over a decade traveling across the United States, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve the quality of life. 

Advice and Investment Design Based on Reason. Not Speculation.

WealthShape was built on the belief that investment advice should rely on long term, proven academic evidence and everyone should have access to it. We engineer advanced, institutional grade portfolios and responsibly deliver our services at a low cost to investors from all walks of life.

Tim holds a MBA with a concentration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional.