BAKER TILLY WEALTH MANAGEMENT, LLC

Overview

Baker Tilly Wealth Management, LLC operates as a capital allocator for both high-net-worth individuals and institutional clients, combining fee-based portfolio management with hourly and fixed-fee planning work. The firm builds core portfolios using broad market ETFs and individual equities while maintaining a large allocation to U.S. government bonds as a liquidity and liability-matching sleeve. Its advisory services extend beyond discretionary portfolio management to retirement and pension consulting, selection of outside managers, and educational workshops, reflecting an advisory model that blends in-house investment construction with outsourced manager relationships. As an insurance broker-dealer and sponsor/manager of pooled investment vehicles, the firm can layer insurance solutions and bespoke pooled structures on top of traditional and alternative portfolios. Baker Tilly Wealth Management is not positioned as an ESG-focused allocator. The firm has been recognized externally, including placement on Forbes’ America's Top RIA Firms list in 2023 and Citywire’s 50 Growers Across America in 2024, signalling both scale and growth visibility in the market.

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