Timothy Baker (CFP®, MBA)

Timothy Baker focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Federal Employees
  • High Net Worth Client Needs
  • Medical Professionals
  • Middle Income Client Needs

Planning Specialties

“Advice an investment design should be based on reason, not speculation.” It’s the critical idea that everything begins and ends with for WealthShape founder Timothy Baker CFP®. He spent over a decade developing a new client investment experience to specifically address the major problems facing today's financial services industry.

  1. Financial planning should be modern and more accessible.
  2. Portfolio management should be based on empirical evidence.
  3. 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’s appeared numerous times 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 and is a CERTIFIED FINANCIAL PLANNER™ professional. He guest lecturers on personal finance via electronic media and at various locations throughout the northeast U.S. including his home state of Connecticut where he resides with his wife Danielle and their daughter Ripley.

Additional Information

Ongoing Financial Planning for Individuals and Families Innovation and professional guidance make it possible for WealthShape to become the most fully integrated delivery system for advice and investment management. Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand secure location. This allows you to keep track of your entire financial picture while staying on the same page as your CERTIFIED FINANCIAL PLANNER™ professional.

Retirement Plan Services for Businesses Lower cost funds, better investment choices, and improved education all work together to provide your employees and participants with the quality plan they deserve. WealthShape provides fiduciary investment advisory services to 401(k), Profit Sharing and Defined Benefit retirement plans.

Investment Management Based on Reason Not Speculation Our dedication is to the real world application of academic and Nobel Prize winning research. It’s a commitment to over 60 years of financial science, based on the factors that drive returns. WealthShape continuously filters the investment universe; selecting funds that we believe give investors that best chance to benefit from evidence, not speculation.

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NAPFA Start Date

June 05, 2014

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This Office

360 Bloomfield Ave Ste 301 Windsor, CT 06095-2700 Phone: (860) 837-0303

Other Offices

15 N Main St Ste 100 West Hartford, CT 06107-1957 Phone: (860) 837-0303
4 Research Dr Ste 402 Shelton, CT 06484-6242 Phone: (860) 837-0303
175 Capital Blvd Floor 4 Rocky Hill, CT 06067-3914 Phone: (860) 837-0303