Clarity. Confidence. Freedom.
At B2 Wealth Solutions, we help you gain clarity about your financial future so you can focus on what matters most. With personalized guidance, we’ll show you where you stand, where you want to go, and how to get there. Together, we’ll identify strategies to protect your wealth, maximize opportunities, and provide the confidence to make smart financial decisions. Our mission is to empower you to live your best life today while preparing for a secure tomorrow.
Our Mission
Empowering Your Financial Journey with Knowledge, Trust, and Strategic Planning
At B2 Wealth, we specialize in comprehensive wealth management for Entrepreneurs, Business Owners, Medical Professionals, Executives, and Affluent Families. Our expertise spans Investment Consulting, Estate Planning (including wealth transfer and protection), and Charitable Giving.
We are dedicated to helping you make informed, strategic decisions to maximize the likelihood of achieving what matters most to you, your family, and your business. Through our personalized approach, we cultivate deep, lasting relationships that enable us to serve not just you, but also your loved ones, business partners, and trusted advisors.
With an unwavering commitment to integrity, confidentiality, and excellence, we deliver tailored solutions and premium service to meet your financial goals.
We
Educate
We provide practical education and step-by-step guidance to help you better understand your finances, because we know when you can see the bigger picture with clarity, you can feel confident that you’re making the best decisions for yourself and your family.
We Develop Custom Solutions
No two clients are the same, which is why we tailor our recommendations to suit your individual needs and objectives. We get to know you on a personal level so we can help you find exactly what you need to live your best life now and in the future.
We Build Life Long Partnerships
Our team is here for you through every phase of your financial journey. We provide hands-on support to help develop and implement your strategies, and we’re always available to answer questions and offer guidance whenever you need us.
Expertise
Our custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.
Proud to Present
Keith Baker was recognized as a 2022, 2023, 2024, and 2025 Forbes Best-in-State Top Financial Security Professional
Disclosures
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Bryan, TX
3833 South Texas Avenue, Suite 108
Bryan, TX 77802
Keith Baker
Austin, TX
6200 Bridge Point Pkwy #300
Austin, TX 78730