Luminous Wealth
Nurturing your holistic well-being — wealth management and life coaching, held together in one sanctuary. Internal and external wealth.
Nurturing your holistic well-being.
Wealth management is a crucial aspect of financial planning — but it is not the only one. Combining it with life coaching creates a comprehensive plan that helps you achieve financial success and live a purposeful, fulfilling life.
Wealth Management
True success is not just about accumulating wealth — it is about creating a life that aligns with your values. Our team works closely with you to understand your needs and goals, and develops a customized plan for your specific situation: a holistic approach to building and managing wealth.
Explore our servicesLife Coaching
Life coaching helps you find balance between personal and professional goals and develop a clear vision of what you want to achieve. Wealth management plus life coaching creates life mastery: financial sustainability alongside the abundant, purposeful life you truly desire.
Explore our approach“Our mission is to redefine wealth management through a collaborative and integrative approach that addresses every aspect of our clients’ lives… creating a supportive wealth sanctuary where clients feel empowered to make conscious decisions, set inspired intentions, and shape a joyful path that reflects their true essence — building an inner world of security that positively influences their outer realities.”
Confidence, through a mindfully integrated financial plan.
Investment Management
Anchored in evidence-based investing, we prioritize rigorous research and empirical data — global strategies built on proven methodologies rather than speculation.
Risk Management
Our team evaluates and recommends comprehensive insurance strategies — life, disability, long-term care, and property & casualty.
Tax Planning
A proactive approach spanning income tax optimization, portfolio structuring, retirement planning, and charitable giving.
Estate & Charitable Planning
Sophisticated estate strategies and philanthropic plans tailored to your family’s legacy and enduring generational success.
Leonardo da Vinci, Vitruvian Man, c. 1490 — Gallerie dell’Accademia, Venice (public domain)
The Eight Aspects of Holistic Wealth.
By integrating these eight arenas into our lives, we experience a balanced and fulfilling life — and ultimately achieve internal and external wealth.
Hover over an aspect — or tap it — to explore.
Three steps, at your pace.
Discover yourself
Schedule an introductory call. Then complete the self-discovery assessment and family genogram, compile the documents for review with your advisors, and schedule the follow-up discovery call.
Chart the course
Our coaches collaborate to create an ideal course of action for the longevity of your overall wealth. You’ll meet with our advisors to review your personalized plan — in person or virtually — and we’ll adjust anything you wish.
Create prosperity
With a clear course of action laid out, it’s time to master your internal and external wealth. Through the journey we are always a phone call or email away — customized support, for life.
Forging a path together.
With a blessed, four-decade career, Tim “Jai” Baker has expertly overseen the financial affairs of esteemed individuals and top executives. His pioneering philosophy merges wealth management with personal well-being, fostering lifelong relationships — a holistic approach built on a centralized team of multi-disciplinary advisors dedicated to the mission of each family they serve.
His vision: guide people toward their higher selves through conscious choices — discarding obsolete histories and illuminating a path to an authentic, inspiring, and boundless destiny.
Get to know the whole team →
Embark on your prosperity journey with The Awakened Investor.
In its pages, Jai unravels the intricate dance between humanity and money — the profound impact of personal agency in rewriting financial destinies, and invaluable insight for navigating market fluctuations with a conscious, discerning mind. A gentle introduction to the way we think.
Uncover your financial future through self-discovery.
Your financial journey starts with knowing yourself. Self-awareness empowers you to set goals that resonate with your core being — letting your decisions reflect your values and fuel your personal growth.
Awakening wealth from within.
Turn each page as you would open doors to the brilliant light of your soul’s luminous potential. Work through each exercise at your own pace.
Eight Aspects of Holistic Wealth Wheel
Score yourself across eight areas of a well-lived life and see your own wheel take shape.
Money Contemplation
A short, quiet exercise in noticing what money actually feels like to you.
Joy: More Than Just Happiness
A guided two-part reflection to reconnect with your inner well of joy.
Family Genogram & Money Scripts
Map both of your families and the money scripts carried through them.