Timothy Baker

Retirement, Investing, Lifestage Based Planning
  • Manchester, CT
  • 860-837-0303
  • www.WealthShape.com
“WealthShape was built on the belief that advice and investment design should rely on long term, proven evidence and everyone should have access to it. We engineer advanced, institutional grade portfolios and responsibly deliver our services at a low cost to investors from all walks of life. ”

WealthShape LLC

Job Title:

Founder & CEO


Timothy Baker, CFP® is the founder and CEO of WealthShape, a Connecticut based independent advisory firm built on innovation, responsibility and the real world application of research.

Tim has held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. He created WealthShape after spending more than a decade traveling across the United States educating investors from all walks of life. His goal is to help clients understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve their quality of life.

WealthShape delivers evidence based investment solutions and high quality advice at a low cost. Clients are provided access to all investments, goals and progress in one easy to understand, secure location. The company operates under the belief that financial planning shouldn’t be static but rather vibrant and ongoing all while upholding the highest level of fiduciary responsibility.

Tim works with individual clients, businesses, and institutions in Connecticut and throughout the country. He has appeared numerous times as a guest on Wharton Business Radio and frequently contributes to media outlets including Financial Advisor IQ, The Wall Street Journal, CNBC and The New York Times.

He is a CERTIFIED FINANCIAL PLANNER™ professional holding a Bachelor of Science and Masters of Business Administration from Southern Connecticut State University where he was a 4 year member of the track and field team.

Tim and his wife Danielle are both avid runners and lifelong New England residents. 


BS, Business Administration, Southern Connecticut State University
MBA, Southern Connecticut State University

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CRD Number:



WealthShape, LLC provides this communication as a matter of general information. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment, tax or legal advice.

  • Advice and Investment Design Should Rely on Reason. Not Speculation.
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There are a number of reasons why some closed end funds trade away from their (NAV) net asset value, but it primarily has to do with just a few. Due to their limited number of shares, hence the name “closed” end funds, the market forces of supply and demand come into play creating potential deviations from the actual underlying value of the fund. Demand for the fund can come in many forms including: attractiveness of the manager, asset class, peer group, etc. It’s also important to pay attention to fees which can have a significant impact on the value of the funds holdings.

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