Baobab Wealth Management

Baobab Wealth Management is a Florida-based financial advisory firm specializing in retirement planning and income planning for Americans and expats. We understand the unique challenges faced by individuals preparing for retirement, offering personalized service and complete transparency with fees and philosophies.

Our approach mirrors the resilience and longevity of the iconic Baobab tree, native to the African Savannah – a symbol of life and prosperity. Like this remarkable tree, which can live for up to 3000 years, Baobab Wealth Management is committed to providing enduring financial security and guidance for our clients.

We help investors with $250k+ investable assets navigate complex tax landscapes and build sustainable retirement income strategies. We focus on proactive tax planning, risk management, and ensuring your retirement savings are protected from rising taxes. Let us help you avoid future tax time bombs and achieve your long-term financial goals.