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Ph: 805-688-8562

Empowering Families through the Generations.

"When you are on the great horse, you have the best seat you will ever have." - Sir Winston Churchill

Breaking News

Joel Baker Honored With Founders Award

Investment Advisory Services offered through
THE J R Baker Group a Wealth Management Firm 

THE J R Baker Process focuses on preserving, protecting, empowering, and perpetuating our clients' wealth for the benefit of future generations. 

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We analyze the components of wealth and assist you in identifying what constitutes your "True Wealth." This system recognizes that wealth planning in its proper role is truly family leadership. 

It entails a step-by-step process that defines your values regarding "true wealth", helps to instill those values in your posterity, and creates a system for the values to be internalized.

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Wealth Optimization and Legacy Planning

We help you achieve more and perpetuate your wealth for the benefit of future generations. 

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Meet Joel Baker, Owner & President of THE J R Baker Group

Joel Baker is a nationally recognized educator, author, and wealth planner. As the creator of the J.R. Baker Process, he focuses on preserving, protecting, empowering, and perpetuating his client’s wealth for the benefit of future generations. 

Schedule a call with Joel Baker at a convenient time for you through this calendar link:

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Joel has served as the coach for the United States international polo teams, winning silver in the world snow championships in China and silver in the World Cup in Chile.

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Joel playing in a exhibition match with Prince Charles 

Take less than three minutes and meet Joel Baker

Why the "Virtual Family Office" is
the model of the future.

And How You Can Take Advantage

STEVE SAVANT'S MONEY THE NAME OF THE GAME
with Don Prehn & Joel Baker

View Our Resource Library

View educational videos and access informative books and papers written by Joel Baker.

What is your personal risk score?

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Discover Your Investment Risk Tolerance Now!

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P. O. Box 66

560 McMurray Road

Buellton, CA 93427

805-688-8562

jbaker@jrbakergroup.com

This website has been published in the United States and is intended for U.S. residents only. This website is for informational purposes only and is not an offer to buy or sell (or a solicitation of an offer to buy or sell) any security or instrument or to participate in any particular trading or investment strategy. THE JR Baker Group is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). THE JR Baker Groupand its representatives are currently in compliance with SEC regulatory filing requirements and the states in which THE JR Baker Group maintains clients. 

 

THE JR Baker Group may only transact business in the states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to THE JR Baker Group’s investment advisory services. Therefore, the publication of this website should not be construed by any prospective client as a solicitation by THE JR Baker Group to effect, or attempt to effect, transactions in securities or the offering of personalized investment or tax advice for compensation, over the internet. 

 

Any subsequent, direct communication by THE JR Baker Group with a prospective client shall be conducted by a representative that is either registered (or qualifies for an exemption or exclusion from registration) in the state where the prospective client resides. All investment strategy information is for descriptive purposes only and does not take into account a prospective client’s specific investment objectives, risk tolerance, financial situation or liquidity needs. Such strategies may not be suitable for all investors and this is not a solicitation or recommendation for any particular investment or investment strategy. All investments and investment strategies involve risk, including the possible loss of principal. There is no guarantee that any investment or investment strategy will achieve its investment objectives. For additional information and a complete description of investment risks, fees, and services, please review the THE JR Baker Group (Form ADV). Please note that registration as an investment adviser or investment adviser representative does not imply any level of skill or training.

© 2021 by THE J R Baker Group

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