What Family Means to Us
At Baker Sarama, our team members and clients are our family—and that means we show up for each other. Our greatest promise is to be there for you as you navigate life, providing wise financial guidance to help you make decisions in line with your values and goals. We get to know you as only a true family can, and we help you solve complex problems with the skill of an experienced professional and the care of a longtime friend. As our client, you gain not only the resources and tools to optimize your wealth—but an entire team by your side to support you, encourage you, and fight for you.
Communicate
Proactively
We take a proactive approach to communication and work closely with our clients to keep them informed and engaged throughout their entire wealth journey.
Build Meaningful
Relationships
We spend years—often decades—with our clients, and their families become like our own. We value these meaningful connections above all else, and they serve as the bedrock of our practice.
Foster a
Culture of Care
We approach your planning experience with the same level of care we’d give our own friends and family. Each strategy and solution is crafted with thorough attention to detail, and we ensure we address every aspect of your financial world.
A Community that Cares
We know that we are held accountable for what happens to our clients in their financial lives, and we never shy away from that. When the pandemic was shaking the world, we made it a point to gather virtually with our clients weekly to ensure they were receiving important and relevant insights so they could be empowered and informed in their decisions. We’ve continued the tradition to this day, and it has formed a community of people that lean on each other and encourage one another as we all go through life together. We are honored to be a guiding light for our clients in this way and to help them find a sense of comfort knowing that we are there for them, working on their behalf, and ready to take thoughtful action.