Wealthshape, LLC

Wealthshape, LLC is a wealth management firm in South Windsor, Connecticut, serving individuals and businesses with fee-only, fiduciary financial planning and evidence-based investment management. The firm specializes in low-cost, factor-based investing and provides comprehensive services including personalized financial planning, retirement plan consulting, and ongoing investment management. Led by Certified Financial Planner Timothy Baker, Wealthshape emphasizes objective, data-driven strategies rooted in decades of financial research and Nobel Prize-winning principles. Clients benefit from direct access to CFP® professionals and transparent, commission-free advice, with services available across multiple locations in the region. The firm holds a perfect 5.00 rating based on client reviews, reflecting strong trust and satisfaction.

Wealthshape is built on three core principles: fiduciary responsibility, empirical investment strategies, and ongoing, objective financial planning. The firm’s approach integrates academic research with practical application, focusing on factors that have historically driven investment returns. Portfolios are designed to optimize risk and return while maintaining low costs. Clients receive continuous guidance, with full access to their financial plans, goals, and investment progress through a secure digital platform. The firm also offers specialized retirement plan services for businesses, including plan design, investment policy development, due diligence on service providers, and participant education, all delivered with fiduciary accountability.

Located at 360 Bloomfield Ave Suite 301 in South Windsor, the firm sits just a short walk from the Bloomfield Avenue bridge and is within a half-mile of the Windsor Volunteer Fire Department Company 1 and the Mill Brook. It is about 0.6 miles from Washington Park, a local green space, and approximately 0.3 miles from Cook Hill, a nearby peak. The office is situated directly on Bloomfield Avenue, a major thoroughfare in the area.

Wealthshape stands out in the Connecticut wealth management landscape for its commitment to transparency, independence, and client-first principles. As a fee-only advisor with no product sales incentives, the firm is uniquely positioned to deliver unbiased, long-term financial guidance. Its focus on scientific investing and continuous client engagement reinforces its reputation as a trusted partner in financial success.

In South Windsor, Wealthshape offers a rare blend of institutional-grade financial expertise and personal, accessible service, making smart, evidence-based wealth management available to a broad range of clients.