Wealth Management

Whether you have a few thousand dollars to manage, or several million, Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ will ensure that your finances are managed with care. We help you set measurable goals, and we eliminate the guesswork in money management.

The Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ Difference

Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ is a tenured wealth management firm, dedicated to helping you achieve your financial goals. From Assessments, to Investments, Financial Planning, and Full Wealth Management—we offer the financial solutions you require.

We take a fully personalized approach, designed to create strong and diverse financial portfolios.

Allow us the honor of managing your personal financial portfolio

It is never too early or late to strengthen your financial standing. Even if you have little to begin with, we will work with you to help you grow your finances. We will help to strengthen and diversify current portfolios, and we will eliminate the guesswork and common errors found in DIY financial planning.

We help you achieve both your short-term and long-term financial goals through:

• Mutual Funds and Bonds
• International Securities and Trusts
• Retirement Planning
• Risk Management
• Tax Advantaged Investments and Securities
• Family Planning




Allow us the honor of managing your corporate financial portfolio

Every startup, small business, or major corporation should have a trusted financial advisor they work with to ensure that you take a “big picture” approach to your business. Even if you have an in-house financial team, an outside perspective can help to identify your internal blind spots.

Our goal is to ensure your business grows and to eliminate the common financial mistakes that many businesses make.

We help you achieve both your short-term and long-term financial goals by:

• Investment Analysis and Valuation
• Capital Structure Review
• Capital Budgeting and Spending
• Asset and Liability Assessment
• Working Capital Management
• Financial Risk Management
• Mergers and Acquisitions
• Maximize Shareholder Value



Investment Analysis and Valuation

Capital Structure Review

Capital Budgeting and Spending

Asset and Liability Assessment

Working Capital Management

Financial Risk Management

Mergers and Acquisitions

Maximize Shareholder Value