NICOLAS BAKER
Founder
Nic specializes in working with attorneys and their clients, owners of closely held businesses, and families in the areas of insurance planning, investment management, and estate & legacy planning. Always keeping risk management and asset protection in mind, Nic helps his clients focus on the accumulation, protection, distribution and transfer of their wealth and assets.
With this narrow focus, Nic is able to understand the issues, goals and concerns of his clients and help them determine what they would like to accomplish from both a business and personal financial planning perspective. He then helps his clients to take action so that the job gets done.
Nic entered the financial industry after many years of running small businesses in a variety of industries including medical, janitorial, and martial arts. After juggling business operations, a family, and a grandmother with Alzheimer’s, he discovered he had a passion for helping other business owners and successful professionals accomplish their financial goals through proactive planning. His calling ever since has been to serve his clients with a truly integrated practice rooted in an understanding of their unique needs and how to serve them.
Nic lives in Albuquerque, NM with his wife, April, and three rambunctious kids. Bring up wine, martial arts, or travel and you will have a conversation on your hands.
Nic's Rules for a Successful Life
Take the time to enjoy what you have.
Align yourself with those who have your best interests at heart.
Make your own decisions; don’t hand them over to someone else.
Travel solo at least once.
Drink Italian wine—it has the most soul.
CA Insurance Lic. #0M17579