Welcome to the Baxter Team, a planning-first, high-touch advising practice that emphasizes a comprehensive approach to wealth management. Our team builds deep, meaningful relationships with our clients as we partner with them on their financial journeys. We focus on the needs of clients who are nearing retirement, as well as those who have recently retired. We specialize in reducing the “unknowns” that come with the retirement transition, applying our planning-first process to address concerns, from the common to the complex. Our genuine, authentic care for our clients permeates everything we do — contact us to see how our approach can help you.