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 a Connecticut-based fee-only financial advisor provides comprehensive and objective financial planning, wealth management, and retirement plan services 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.
“Advice and investment design should be based on reason, not speculation.”
It’s the critical idea that everything begins and ends with for WealthShape founder Tim Baker. 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 objective and ongoing.
- 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: customized financial planning, low cost factor-based investment management and fiduciary advice delivered by CFP® professionals.
Tim has regularly appeared 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. He guest lecturers on personal finance via electronic media and at various locations throughout the northeast U.S. including his home state of Connecticut.
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.
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.
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
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Timothy Baker is a NAPFA-Registered Financial AdvisorThe 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.
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Timothy Baker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Timothy Baker is Quoted on Investopedia: "How Do 401(K) Loans Work?"
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Timothy Baker is Quoted on GoBankingRates.com: "How to Invest Your Money When You’re Afraid of Risk"
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Timothy Baker is Quoted in InvestmentNews: "TD Ameritrade introduces new retail robo-adviser platform"
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Timothy Baker is Quoted on TheStreet.com: "Robo-Advisors Are on the Rise"
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Timothy Baker is Quoted on Avvo Stories: "How new financial rules might affect your retirement"
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Timothy Baker Contributes to the Paladin Registry Blog
Contact Timothy Baker
Office Locations:
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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
