RW Baker Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed financial planning fees range from $1,000 to $10,000
Up to $300 per hour for financial planning and consulting services
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
100 W. 17th Street
Cheyenne WY 82001
Advisors at this office
2
Most active in
Arizona · California · Colorado · Illinois · Nebraska · Texas · Virginia · Washington · Wyoming
Also doing business as
R. W. Baker Wealth Management Group LLC · Rw Baker Wealth Management Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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