Baobab Wealth Management - Financial Advisor - Anchorage, Alaska

Christopher C.

Baobab Wealth Management is truly top-notch! Even while working on Jimmy’s boat, he took the time to share valuable and insightful advice about planning for the future and increasing wealth over time. His depth of knowledge and ability to explain financial strategies in a clear and practical way was impressive. I look forward to working with him more in the future and diving into his book to learn even more. Highly recommend Baobab Wealth Management for anyone looking for expert guidance on financial growth and security!

Tim F.

I have been working with Jimmy at Baobab Wealth for about 7 years now. He is a fantastic holistic financial advisor that really cares about his clients. He is responsive, professional, and always takes the time to help and explain things. He has helped me developed a financial plan that works well for me and I am on track to get to the retirement that I want to have! I couldn’t recommend Jimmy more and you would be lucky to have him take you on as a client.

Gerhard S.

Jimmy at Baobab Wealth Management has a wealth of experience on how to best advise in any financial situation. He honors that each client’s situation requires very individual investigation in order to best prepare for future wealth building. Further he masters the skill of balancing international investment and taxation needs of his clients with a keen eye on the holistic and longterm challenges and opportunities. I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.

Jay T.

I can not say enough about how pleased I am with my experience with Jimmy at Baobab Wealth Management. Jimmy took what I had been doing which was broke with my plan and fixed it. He took the time to carefully look at my tolerance of risk and put together a plan that would work for me and build a more lucrative fiancial future for me and my family all the while teaching me what I needed to do by utilizing the latest tools to put the information in an easy to understand format. Jimmy is very accessible and responsive to my questions and guiding me through all the processes to put my plan into action. If you are looking for someone who has your best interests in mind helping you get reasonable returns on your money I would highly reccomend letting Baobab Wealth Management analyze your investments and make recommendations to you for a better future.

Bastian W.

Jimmy @ Baobab Wealth Management has been my financial advisor for over a year now and the only thing I regret is that I did not sign up with him 3 years earlier.
Choosing a financial advisor is all about trust for me. With Jimmy I found someone who I can trust with my financial future.
He is very professional and passionate about what he does.

As a German expat, living and working in the United States with my family, I have very specific requirements when it comes to planning my financial future. With Baobab Wealth and Jimmy I found the right person who understands my situation.

Nhan ?. T.

I have known Jimmy for over a decade! He is not only my trustworthy financial advisor for my business, my personal wealth management but I great friend ! I really appreciate all this advice over the years and feel very lucky to have Jimmy on my team!! High Recommend and highly trustworthy!!

Christina W.

Jimmy is trustworthy and passionate about his work. He is very knowledgeable and is able to break down complex investment strategies, so everyone can understand. We are greatful for his work and for securing our financial future.

Kim V. E.

I have worked with Baobab Wealth Management for many years and highly recommend them for thorough, thoughtful and strategic wealth management. They have helped me navigate the challenging world of investing and planning and have a deep understanding of the markets and a great passion for finance. They are professional, personable and great to work with.