Timothy Baker

CFP®, MBA

WEALTHSHAPE, LLC

Founder & Principal

Timothy Baker

CFP®, MBA

WEALTHSHAPE, LLC

Founder & Principal

Advice and investment design should rely on reason. Not speculation. Our goal is to amplify wealth by the most logical means available. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return. - Timothy Baker, CFP®, MBA

A Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research.

WealthShape LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Timothy Baker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence-based investment management.

He spent over a decade developing a new client investment experience to specifically address the major problems facing today's financial services industry.

Financial planning should be modern and more accessible.

Portfolio management should be based on empirical evidence.

Services should be responsibly delivered as a fiduciary.

Throughout his career, he’s held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. These experiences led to a new way of thinking about personal finance based on a combination of three critical elements: digital age financial planning, low-cost factor-based investment management and fiduciary advice delivered by CFP® professionals. 

Tim regularly appears as a guest on SiriusXM Business Radio and frequently contributes to media outlets including Investopedia, The Wall Street Journal, Investment News, US News & World Report, Financial Advisor IQ and AdvisorHUB. He holds a MBA with a concentration in Finance, is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the National Association of Personal Financial Advisors (NAPFA). He guest lecturers on personal finance via electronic media and at various locations throughout the northeast U.S. including his home state of Connecticut.


Getting Started

WealthShape has a more efficient process for meeting with and servicing clients. It begins with a simple conversation. We ask questions, discuss ideas and see if our services can help you meet your long-term goals. To schedule an introductory call, select the link below to choose a date and time the is most convenient for you.

Schedule an Introductory Call

Timothy Baker is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

WHO WE ARE
A modern wealth manager dedicated to fiduciary advice and evidence-based investment management.

Our goal is to amplify wealth by the most logical means available. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return.

WealthShape works with clients in Connecticut and throughout the country to deliver evidence-based investment solutions and high-quality advice at a low cost. Clients receive access to all investments, goals and progress in one easy to understand, secure location. The company operates under the belief that financial planning shouldn’t be static but rather vibrant and ongoing all while upholding the highest level of fiduciary responsibility.

Getting Started - We created a more efficient process for meeting with and servicing clients. It begins with a simple conversation. We ask questions, discuss ideas and see if our services can help you meet your long-term goals. To schedule an introductory call, select the link below to choose a date and time the is most convenient for you.

Schedule an Introductory Call

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Timothy Baker is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Timothy Baker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Timothy Baker

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Office Locations:

  • 360 Bloomfield Ave.
    Third Floor
    Windsor, CT 06095
  • 15 N Main St.
    #100
    West Hartford, CT 06107
  • 4 Research Dr.
    Suite 402
    Shelton, CT 06484
  • 175 Capital Boulevard
    4th Floor
    Rocky Hill, CT 06067

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