Baker Tilly Wealth Management, LLC

Baker Tilly Wealth Management, LLC provides investment advisory, financial planning, and retirement plan consulting to a mix of individual and high‑net‑worth clients, families, trusts, pension and profit‑sharing plans, and governmental entities. The multi‑team firm manages approximately $4.6 billion in regulatory assets across 21 advisors and offers portfolio management, investment consulting, and third‑party manager allocation services.

The firm documents client objectives and risk tolerance in Investment Policy Statements and implements strategies that include IPS‑driven asset allocation, use of third‑party managers, alternative investments, and periodic rebalancing. Notably, a larger share of its regulatory AUM is managed on a non‑discretionary basis, and it provides both discretionary and non‑discretionary relationships depending on client needs.

Baker Tilly is affiliated with an accounting firm (Baker Tilly US, LLP), an affiliated broker‑dealer (Baker Tilly Capital, LLC), and an affiliated municipal advisory and government services practice (including BTIS and Baker Tilly Municipal Advisors, LLC), a combination of relationships that is uncommon among peers and supports its work with state and municipal clients. The firm discloses these affiliations and potential conflicts of interest in its Form ADV and has recently expanded through the acquisition of Kraft Asset Management, LLC.