Baker Tilly Wealth Management Form CRS

May 2025

Is An Investment Advisory Account Right for You?

There are different ways you can get help with your investments. You should carefully consider which types of accounts and services are right for you. Baker Tilly Wealth Management, LLC (“BTWM”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Our services and compensation structure differs from that of a registered broker-dealer. This document provides you a summary of the types of services we provide and how you pay for those services. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

What investment services and advice can you provide me?

• We offer investment consulting services, such as asset monitoring or financial planning, and portfolio management services to individuals, their trusts and estates.
• We will discuss your investment goals and design with you a strategy to achieve your investment goals. Once the appropriate portfolio has been determined, portfolios are monitored on an on-going basis, and if necessary, rebalanced based upon the client’s individual needs, stated goals and objectives. Asset monitoring is standard for all services except standalone financial planning.
• If you choose a portfolio management service, this allows us to buy and sell investments in your account without asking you in advance (a “discretionary account”), in accordance with your goals, investment objectives, time horizon and risk tolerance.
• We may also use the services of third-party investment managers to service your discretionary account.
• We may refer you to unaffiliated investment advisers if we deem it appropriate and in your best interest.