Wealthshape, LLC of Bloomfield

Wealthshape, LLC of Bloomfield is a financial planner in Bloomfield, CT. The firm operates as a fee-only independent advisor delivering fiduciary advice through Certified Financial Planners, with a specialization in low-cost factor-based investing. Services include wealth management, financial planning, and retirement plan services for 401(k), profit sharing, and defined benefit plans. The Bloomfield office at 360 Bloomfield Avenue is one of four locations serving Connecticut, alongside offices in Windsor, West Hartford, Shelton, and Rocky Hill. Clients can meet at the office or through online sessions. WealthShape holds a rating of 5.00 from its customers.

The practice is built on three ideas: fiduciary delivery of services, investment management grounded in empirical evidence drawn from academic and Nobel Prize-winning research, and financial planning that is objective and ongoing. As a fee-only advisor, WealthShape does not accept commissions and recommends investments chosen for each client's situation. Portfolios are constructed using factors that have historically driven investment returns, drawing on more than 90 years of financial science. Clients receive unlimited access to a CFP professional, with goals, investments, and progress consolidated in one secure location.

Founder and principal Timothy Baker, CFP, MBA, spent over a decade building WealthShape's client investment experience. Before founding the firm, he worked as an advisor, consultant, portfolio manager, and vice president at institutional money management firms, where he was responsible for billions of dollars in assets under management. He has appeared as a guest on SiriusXM Business Radio and contributed to media outlets including Investopedia. The firm's retirement plan work covers plan design review, investment policy statement drafting, fund and asset class selection, due diligence on third-party administrators and custodians, employee education, and ongoing investment monitoring and performance review.

WealthShape's fiduciary commitment to act in each client's best interest, combined with portfolios built on decades of academic research and ongoing access to CFP professionals, sets the firm apart among financial planners serving Bloomfield and the surrounding Connecticut communities.