Chuck Baker



8759 South Highland Drive
Sandy, UT 84093


(801) 390-6772


(801) 930-7978

Our Vision for your Future



Wealth Advisor



Wealth creation and preservation is our primary focus. Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, and the negative economic impacts of social, political, and natural events.

Our Goals:

  • help improve your standard of living
  • help maximize your wealth
  • help prepare you for your retirement
  • help preserve your estate

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your planning process - not the first.

Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan. We specialize in thorough, objective and professional financial guidance that can help you work towards your goals and objectives - no matter what curve ball life throws your way. 

We can help with:

  • Social Security strategy maximization
  • Retirement Planning
  • Job transitions
  • Receiving an inheritance
  • Change in marital status
  • Purchasing property
  • Estate planning and gifting strategies
  • Insurance needs analysis

We deliver value to clients through an on-going, intimate relationship that provides proactive advice and expertise to pursue their lifestyle goals.  Our clients have a better understanding that their financial affairs are organized, monitored, and implemented according to their needs and desires. 


Contact Chuck Baker today for a COMPLIMENTARY financial review.