Timothy Baker

Founder & CEO

 Timothy Baker, CFP® is the founder and CEO of WealthShape, a Connecticut based independent advisory firm built on innovation, responsibility and the real world application of research. 
Timothy Baker, CFP® is the founder and CEO of WealthShape, a Connecticut based independent advisory firm built on innovation, responsibility and the real world application of research.

Tim has held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. He created WealthShape after spending more than a decade traveling across the United States educating investors from all walks of life. His goal is to help clients understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve their quality of life.

WealthShape delivers evidence based investment solutions and high quality advice at a low cost. Clients are provided 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.

Tim works with individual clients, businesses, and institutions in Connecticut and throughout the country. He has appeared numerous times as a guest on Wharton Business Radio and frequently contributes to media outlets including Financial Advisor IQ, The Wall Street Journal, CNBC and The New York Times.

He is a CERTIFIED FINANCIAL PLANNER™ professional holding a Bachelor of Science and Masters of Business Administration from Southern Connecticut State University.
Timothy Baker
Founder & CEO
WealthShape, LLC

Website:
www.wealthshape.com/

Address:
Manchester, Connecticut
United States

Areas of Expertise:
Financial Planning
Portfolio Management
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