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WEALTHSHAPE, LLC

This Office:

150 Bush Hill Rd

Manchester, CT 06040-7104
Phone: (860) 837-0303

Primary Office:

150 Bush Hill Rd

Manchester, CT 06040-7104
Phone: (860) 837-0303

Other Offices:

4 Research Dr Ste 402
Shelton, CT 06484-6242
Phone: (860) 837-0303
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1044 Main St Ste 16

Watertown, CT 06795-2930
Phone: (860) 837-0303
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15 N Main St Ste 100
West Hartford, CT 06107-1957
Phone: (860) 837-0303
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Advisors At This Office
Timothy Baker, CFP®, MBA Multilocation flag
NAPFA-Registered Financial Advisor

WEALTHSHAPE, LLC

WealthShape is a Connecticut based, fee only independent financial advisor specializing in low cost quantitative investment management and fiduciary advice delivered by CERTIFIED FINANCIAL PLANNER™ professionals. We aim to provide sustainable, explainable results that help individuals, families, businesses and institutions become better, more informed investors.

Vibrant, Real Time, Ongoing Planning Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand, secure location.

Institutional Evidence Based Investing Our dedication is to the real world application of over 60 years of academic and Nobel Prize winning research. WealthShape builds sophisticated portfolios by carefully combining multiple investment providers including Dimensional Fund Advisors (DFA), Applied Quantitative Research (AQR), Vanguard and more to access the diversification and factors we seek, while prudently managing costs and taxes.   

Powerful Financial Tools We make powerful financial tools available for free because everyone deserves access to them. When things become more complex WealthShape offers unbiased fiduciary advice along with a full suite of comprehensive financial planning and wealth management services.