Helping People Achieve All Their Financial Goals!

Every client has a story and that story is the foundation for their future. A financial plan with no story is like playing a game with no rules. Through your story, your Wealth Coach will help you define your rules and show you how to make better plays.

01.

Data Analytics

02.

Risk Management

03.

Process Optimization

Helping People Achieve All Their Financial Goals!

Every client has a story and that story is the foundation for their future. A financial plan with no story is like playing a game with no rules. Through your story, your Wealth Coach will help you define your rules and show you how to make better plays.

01.

Data Analytics

02.

Risk Management

03.

Process Optimization

Helping People Achieve All Their Financial Goals!

Every client has a story and that story is the foundation for their future. A financial plan with no story is like playing a game with no rules. Through your story, your Wealth Coach will help you define your rules and show you how to make better plays.

01.

Data Analytics

02.

Risk Management

03.

Process Optimization

How we work with 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.

Dr. Guy Baker has been selected for many awards and honors. He was the 77th Recipient of the National John Newton Russell Award, also as the 44th recipient of the California Norman Levine Community Service Award. He was chosen by the International Financial Hall of Fame for his lifetime contribution to the financial services industry. Worth Magazine recognized him as one of the top 250 Advisors in the US.

The Wealth Teams Alliance is a wealth manager and coach to families and businesses to help them achieve financial independence and to safeguard their legacy. We rely on our experience and education to analyze a client’s current situation to determine how much risk you are buying and then help you modify your portfolio to peace of mind.

The Wealth Teams Alliance relies on research based data Derived from five Nobel Prizes dating back to 1990. This Scientific methodology is used to reduce volatility and provide consistent and stable Income during retirement. For decades, WTA’s team of professionals have been dedicated to providing white glove service while using research driven solutions to reduce risk and increase the probability for long term returns.

The Wealth Teams Alliance relies on research based data Derived from five Nobel Prizes dating back to 1990. This Scientific methodology is used to reduce volatility and provide consistent and stable Income during retirement. For decades, WTA’s team of professionals have been dedicated to providing white glove service while using research driven solutions to reduce risk and increase the probability for long term returns.

The Wealth Teams Alliance relies on research based data Derived from five Nobel Prizes dating back to 1990. This Scientific methodology is used to reduce volatility and provide consistent and stable Income during retirement. For decades, WTA’s team of professionals have been dedicated to providing white glove service while using research driven solutions to reduce risk and increase the probability for long term returns.

Helping in make smart financial decisions.

Putting the right solutions and methods in place.

Financial Planning

01

Investment Guidance

02

Tax Planning

03

Retirement Planning

04

Legacy Planning

05

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

Helping in make smart financial decisions.

Putting the right solutions and methods in place.

Financial Planning

01

Investment Guidance

02

Tax Planning

03

Retirement Planning

04

Legacy Planning

05

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

Helping in make smart financial decisions.

Putting the right solutions and methods in place.

Financial Planning

01

Investment Guidance

02

Tax Planning

03

Retirement Planning

04

Legacy Planning

05

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

We build trust and maintaining a long lasting relationship with our clients.

Our specialist team understands the importance of long lasting relationships with our clients to deliver specific investment solutions.

50+

Years in Business

1000+

Clients Served

120+

Years of Combined Experience

Top 250

Financial Security Professionals by Forbes

500+

Companies Served

50+

Years in Business

1000+

Clients Served

120+

Years of Combined Experience

Top 250

Financial Security Professionals by Forbes

500+

Companies Served

50+

Years in Business

1000+

Clients Served

120+

Years of Combined Experience

Top 250

Financial Security Professionals by Forbes

500+

Companies Served

How We Work

At Wealth Teams Alliance, we follow a structured and transparent process to deliver the best financial solutions for our clients. Here’s how we work:

01

Discover Your Story

Every client has a unique, successful story — the foundation of their legacy. As your wealth coach, our job is to uncover any opportunities that can strengthen your legacy and ensure your vision is carried forward to future generations.

02

Identify What Matters Most

03

Build a Trusted Relationship

04

Create Your Success Strategy

05

Implement & Grow with Confidence

How We Work

At Wealth Teams Alliance, we follow a structured and transparent process to deliver the best financial solutions for our clients. Here’s how we work:

01

Discover Your Story

Every client has a unique, successful story — the foundation of their legacy. As your wealth coach, our job is to uncover any opportunities that can strengthen your legacy and ensure your vision is carried forward to future generations.

02

Identify What Matters Most

03

Build a Trusted Relationship

04

Create Your Success Strategy

05

Implement & Grow with Confidence

How We Work

At Wealth Teams Alliance, we follow a structured and transparent process to deliver the best financial solutions for our clients. Here’s how we work:

01

Discover Your Story

Every client has a unique, successful story — the foundation of their legacy. As your wealth coach, our job is to uncover any opportunities that can strengthen your legacy and ensure your vision is carried forward to future generations.

02

Identify What Matters Most

03

Build a Trusted Relationship

04

Create Your Success Strategy

05

Implement & Grow with Confidence
Empowering Your Financial Future

As your Wealth Coach, is not limited to determing your risk tolerance.

At the Wealth Teams Alliance, our evidenced based investment methodology Is uniquely suited to high net worth families looking for peace of mind and an Excellent long term investment experience.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.