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Experience • Knowledge • Integrity
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Comprehensive investment and wealth management services for affluent families |
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More than 25 years of investment experience helping clients achieve their goals |
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Well-qualified team dedicated to exceptional, personalized service |
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Areas of Focus: Customized investment strategies for accumulation and preservation of wealth as clients transition into retirement |
Choosing someone to help you manage your money is both a business and a personal decision.
With more than 25 years of experience, Paul Baker has become the trusted advisor to a select group of individuals, families and organizations, offering personalized wealth management strategies to enable them to reach their financial goals and objectives.
By taking the time to encourage and build long-term relationships built on trust, integrity and honest communication, Paul can provide unbiased advice and investment strategies that adhere to your risk tolerances and help you meet or exceed your goals and objectives. He acts as your personal guide, helping to navigate and simplify the complex world of investing.
Paul’s aim is to establish one-to-one relationships and to offer you the personal approach you deserve, with the depth and experience you expect.
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Areas of Focus
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important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0911-3330 9/21/11]. Investment and Insurance Products:
| NOT FDIC-Insured | NO Bank Guarantee | May Lose Value |
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 120,500 consumers) and registered financial services representatives (over 9,000 financial services professionals) to evaluate the approximately 20,500 wealth managers in the Philadelphia area (includes the state of Pennsylvania; Camden, Burlington, and Gloucester counties in the state of New Jersey; and New Castle County in the state of Delaware). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Philadelphia area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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