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RW Baker Wealth Management Group LLC

Updated today

Client assets under management

$134,140,838

Clients

196

36% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

98

Very High

Average account size

$684,392

About

RW Baker Wealth Management Group provides investment management, financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages roughly $135 million across about 196 client relationships with a small advisory team and also advises on assets held outside clients’ primary custodians, such as annuities and employer-sponsored retirement plans.

The firm’s investment approach emphasizes broadly diversified, tax-conscious portfolios constructed with equities, ETFs, mutual funds and fixed income and documented in a tailored investment policy statement. Account supervision is non-discretionary: recommendations, including rebalancing, are presented to clients and implemented only after client authorization, with periodic reviews to monitor allocation and performance.

What is noteworthy about the firm compared with peers is that all reported assets are managed on a non-discretionary basis, a practice that is unusual for supported firms and that requires more active client involvement in trading decisions. RW Baker also delivers written financial plans and consulting on topics such as small business, real estate, and estate matters, coordinates with clients’ other advisors, and discloses and documents factors considered when advising on retirement-plan rollovers.

Client services

Financial planning Portfolio management Consulting

Expertise

Concentrated stock management Charitable giving & philanthropy

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Fee options

Fixed

Fixed financial planning fees range from $1,000 to $10,000

Project-based

Up to $300 per hour for financial planning and consulting services

Other

Account minimum: $50,000 Fee-only: Fixed fees for financial plans range from $1,000 to $10,000; hourly rate up to $300 per hour

Main office location

RW Baker Wealth Management Group LLC

100 W. 17 Th Street

Cheyenne WY 82001, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Illinois · Nebraska · Texas · Virginia · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
user avatar

Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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