Building wealth with your personal interest and goals in mind.
We address your financial life in an integrated personal way.

Our focus is our clients' success


Each of our financial strategies is designed to minimize risk, or to foster the level of risk you are comfortable exploring.

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Financial Planning

We perform an in-depth risk assessment and help you plan a diverse portfolio designed to secure your long-term financial standing.

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Wealth Management

Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ is a tenured wealth management firm, dedicated to helping you achieve your financial goals.

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We have built our reputation as trusted financial advisors by getting to know each of our clients individually.

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Our mission is to manage risk and deliver returns.

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Exceptional knowledge, service and experience is what defines Thompson Lloyd Baker Capital Specialists.

We hope you experience the enthusiasm in each of us and the genuine interest we have in our clients. The relationships we have with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet clients’ expectations. We strive for excellence, both in service and portfolio performance.