Our Approach

Fiduciary Commitment

Baobab Wealth Management is a fee-based advisory firm that provides real value to their clients, putting their interests first and offering complete transparency with fees, services, and philosophies.

Boutique Structure

Our commitment to establishing trust and offering customized solutions means we strive to give our clients the undivided attention they deserve.

Retirement Focus

Both preparing for and entering retirement presents unique challenges and opportunities for every individual. Our goal is to help you take the mystery out of preparing for the future and make the most out of your assets.

How We Serve You

Investment Planning

There is no one-size-fits-all investment strategy. That’s why we work closely with you to get to know you, determining your goals, risk tolerance, and time horizon, then building an investment plan that fits your needs

Retirement Income Planning

Income planning is a critical element of a solid retirement strategy. We draw up potential retirement scenarios based on your goals and help you create a consistent and reliable stream of income that will last through retirement, monitoring and re-calibrating as circumstances change.

Asset Protection

It’s the unexpected expenses in life that can cause the most worry. We explore strategies to protect your life savings and help you evaluate your options to determine the appropriate solutions for your situation.

Tax Strategy

Taxes are a fact of life, but through strategic tax planning, you may have the opportunity to mitigate the taxes you pay every year and save yourself and your heirs a tax headache.

401(k) Management

When it comes to your finances, you shouldn’t be scrambling to keep track of multiple accounts in various places. We can help you manage your employer-sponsored retirement accounts and make sure they are aligned with your other assets to form a cohesive, dynamic portfolio.

College Planning

College is no small investment. We can guide you in your decisions about how to pay for your children’s college expenses and make sure your retirement plan does not suffer in the process.

Our Simple and Laid-Back Process

1. Schedule A Free Introductory Visit

We’ll get to know each other, explore your questions, concerns, and dreams. To determine if we are the right fit, I’ll explain how I work and draw up a simple financial plan for you so you can see the value of having a plan for your money.

2. Create An In-Depth Plan

We’ll dig deeper into your dreams and goals and find the why behind them, gathering the relevant data and documents. Once the questions are answered and the boxes ticked off, we will present your customized plan and share our solutions to your financial concerns.

3. Implement Your Strategy

We’ll take your tailor-made financial plan and implement all the details, getting you even closer to your goals.

Our Transparent Fees

We don’t want you to wonder what you’re paying for the services you receive. Baobab Wealth Management charges a percentage of assets under management and all our planning fees and services are included. Your fee covers annual reviews, portfolio management, financial planning through Money Guide Pro and Riskalyze.

Here’s how it works: