Private Wealth Management
We utilize conclusions from five Nobel Prizes winning research papers to formulate our investment strategies.
Our team of tax professionals work with you to deliver strategies to legally optimize your tax efficiencies.
No one wants to work forever, so we help you craft and execute a plan for when and how you retire.
Why the Wealth Teams Solution
Guy Baker was selected as one of the Top 250 Advisors in the country by Worth Magazine and has been selected eight times as a Five Star Professional in Orange County.
We’d love to meet you.
All our relationships begin with a no-cost, no-obligation introduction where we can get to know each other and determine if it makes sense to take the next steps.