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.
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. 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.
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. 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.
Services
The Wealth Teams Alliance is a wealth advisor. We serve families, helping them to achieve financial independence. We rely on our experience and education to analyze our client's current situation. Once we understand, we seek to find acceptable alternatives that are more efficient and effective. Our goal is always to bring value to our clients, especially in areas where they may feel underserved.
What does financial well-being look like? At Wealth Teams Alliance, we know everyone's view of financial well-being is truly unique, so our aim is to develop strategies that meet our client's set of specific needs, objectives, viewpoint, and long-term goals.
Wealth Teams Alliance is a group of experienced fiduciaries helping investors reach their goals with a time-tested process built on six decades of academic research and evidenced by five Nobel prizes.We want to be your Wealth Coach - when you don't know what to trust, you have to decide who to trust.
Wealth Teams Alliance is a group of experienced fiduciaries helping investors reach their goals with a time-tested process built on six decades of academic research and evidenced by five Nobel prizes.We want to be your Wealth Coach - when you don't know what to trust, you have to decide who to trust.
Serving others is what drives our company. Our Wealth Coaches are personable and dedicated to your financial and personal success. Our desire to help you achieve your "Heart's desire" is at the core of our mission statement. Our highest priority is to be faithful to our duty to serve you well. Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.
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. Our process involves finding out "what keeps you awake at night."
As a fiduciary, Wealth Teams Alliance has a duty to be loyal to our clients and bring our clients the highest level of care and standard of service. This loyalty is our pledge and this service is our mission. We are here to assist you in managing the Rubik's cube of financial issues and life demands.
Reviews
Be the first to review Wealth Teams.
Write a Review
