Building a Love for the Game, One Kick at a Time.

Who We Are

At Wealth Teams Alliance, we are a dedicated wealth advisor, committed to helping families achieve financial independence. With years of experience and a deep understanding of the financial industry, we utilize cutting-edge research and analysis to develop tailored investment strategies for our clients. Our team is comprised of highly skilled professionals who share a passion for delivering exceptional service and unparalleled results.

Our Process

Our process is built around a deep understanding of our clients' unique financial goals and objectives. We take the time to analyze their current situation, seeking to identify areas where we can optimize their financial holdings. We rely on evidence-based investing principles, incorporating academic research and proven investment methods to inform our recommendations. Our goal is to provide sustainable growth and long-term security for our clients' financial futures.

Our Team

Our team is dedicated to providing exceptional service, exceptional results, and unparalleled expertise. With a focus on delivering personalized attention and attention to detail, we take the time to understand each client's unique needs and goals. Our team is comprised of experienced professionals with a passion for delivering exceptional results and exceptional service.

Our Services

At Wealth Teams Alliance, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

Financial Planning

We take the time to understand our clients' financial goals and objectives, creating personalized financial plans tailored to their unique needs.

Investment Guidance

We utilize evidence-based investing principles and academic research to develop tailored investment strategies for our clients.

Tax Planning

Our team of tax professionals works closely with our clients to deliver strategies for optimal tax efficiency and minimize tax liabilities.

Retirement Planning

We help our clients craft and execute a plan for a secure and fulfilling retirement, ensuring they can enjoy their golden years with peace of mind.

Legacy Planning

Whether it's for loved ones or charitable organizations, we help our clients create a lasting legacy that reflects their values and priorities.

Mortgage Income Funds

We provide our clients with mortgage income funds, designed to generate passive income and enhance their financial security.

Resources

We offer a range of resources to support our clients, including educational materials, webinars, and regular blog posts.

Subscribe to our newsletter to stay up-to-date on the latest market trends, economic insights, and Wealth Teams Alliance news.

Videos

Check out our collection of videos, featuring expert insights and analysis on various financial topics.

Dr. Guy Baker in the News

Stay up-to-date on the latest news and media appearances from our founder, Dr. Guy Baker.

Presentations

Access our collection of presentations, featuring expert insights and analysis on various financial topics.

Blog

Stay informed with our regular blog posts, covering topics such as market analysis, financial planning, and more.

Client Portals

TD Ameritrade Ignite Funding

Take advantage of our partnership with TD Ameritrade Ignite Funding, providing access to a range of financial tools and resources.

Preferred Trust Company Axos

Wealth Teams Alliance is proud to partner with Preferred Trust Company Axos, offering our clients access to a range of trust and estate planning solutions.

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