BACH Wealth Management, LLC is a fee based, full service financial planning office. We specialize in assisting individuals, institutions and businesses to achieve their financial goals. Our areas of expertise include: Investment Planning, Income Strategies, Retirement Plans including Rollovers, Life & Health Insurance Planning, and Long Term Care Insurance Planning.
Our advisors provide a customized financial strategy for each client based on their individual needs and goals.
Our team of support staff consists of experienced individuals with a “hands on” approach to serving you. Not only do clients find our staff members knowledgeable, but they also discover that our staff is committed to providing prompt and courteous service tailored to suit your particular needs.
OUR CLIENTS should expect excellent service.
We Believe…
...That a person who cares for our client’s needs will answer the phone.
...In providing our clients with an experience that exceeds their expectations.
OUR PRACTITIONERS should be well educated and have the resources and experience necessary to guide and assist clients throughout their financial journey.
We Believe…
...That every client’s situation is unique and should be addressed individually.
...That our practitioners should be caring and ethical.
OUR TEAM should treat our clients and each other with dignity and respect.
We Believe…
...In doing it right the first time and learning from our mistakes when we don’t.
...That our team does it’s best work when we support and value each others’ contributions.
Vernon G. Baker, QFP, ChFC®, CFS®
Partner
Born in 1951, Vernon G. Baker received a Bachelor of Arts degree, summa cum laude, from the University of Vermont in 1973; a Master of Arts degree from Brown University in 1975; and a Doctor of Philosophy ABD (all but dissertation) from Brown University requirements completed in 1979. The Institute of Business and Finance conferred the designation of Certified Fund Specialist®(CFS®) on Mr. Baker in 1998, while The American College conferred the designation of Chartered Financial Consultant® (ChFC®) on Mr. Baker in 2002. In 2004 Mr. Baker also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.
Mr. Baker is a founding member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1984. Additionally, Vern has served in various community positions and is currently a member of the Board of Directors as well as the Board of Trustees of the Friendship Service Center of New Britain, Connecticut. He is also a member of the Lions Club, New Britain, Connecticut. He also serves as a member of the Investment Committee of the First Baptist Church, West Hartford, Connecticut.
Mr. Baker is the author of three books, numerous articles and reviews, and has served on the faculties of MIT, Brown University and The University of Massachusetts at Boston. Vern lives in New Britain, Connecticut with his wife the Reverend Katherine Fagerburg, Chaplain of Connecticut Baptist Homes, Inc., and their two children.
Jonathan W. Webb, CFP®
Partner
Born in 1969, Jonathan W. Webb received an Associates of Arts degree, commendable scholar, from the Mitchell College in 1990 and a Bachelor of Science degree from Central Connecticut State University in 1992. The Certified Financial Planner Board of Standards, Inc. conferred the designation of Certified Financial Planner® (CFP®) on Mr. Webb in 2001. In 2004 Mr. Webb also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.
Mr. Webb is a member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1993 and has had previous affiliations with American Express, Chase Manhattan Bank, NA, and LPL Financial Services, Inc.
Additionally, Jonathan currently serves as President of the Litchfield County BMX Group, Inc. He is a former member of the Board of Education in Canton and was a founding board member of the Canton Education Foundation, Inc. and has served on their advisory board. He has also served on the Town of Canton Pension Commission and was a member of the Town’s Elderly Tax Relief Committee. He coached soccer for six years for the Canton Youth Soccer Association. Mr. Webb has also taught retirement planning classes through the Adult Education departments in the towns of Newington and Wethersfield. Jonathan lives in Canton, Connecticut with his wife Elizabeth and their two children.
Richard A. Norkun, RFC
Financial Advisor
Richard started his career in the financial industry in the mid 1970s after serving several years in the CT Army National Guard. He attended the New York Institute of Finance and received a certificate in Financial Planning from Manchester Community College in 2001. In addition to his professional designation of Registered Financial Consultant, he is a Registered Principal offering securities through Royal Alliance & Associates, Inc.
He has worked in the securities industry and has provided meaningful financial planning solutions for clients for over 40 years. He takes pride in the long-term client relationships he has established over the years. In some cases he is providing financial planning services to the grown children of his successfully retired clients.
Richard lives in Westmoreland, New Hampshire with his wife. He actively participates in community organizations. He is an active member of the Rotary Club of Keene, NH, and a member of the Barbershop Harmony Society, Cheshiremen Chorus of Keene, NH.
Robert A. Bishop, ChFC®
Wealth Advisor
Heather Rutsch*
Service Manager
Heather has worked in the Berlin office since 2004, and is responsible for providing awesome customer service! Heather lives in Bristol with her husband and three sons, and when she’s not at work, she can often be found cheering them on in hockey rinks near and far.
*Not Registered with Royal Alliance Associates, Inc.
Heather Rutsch*
Service Manager
Heather has worked in the Berlin office since 2004, and is responsible for providing awesome customer service! Heather lives in Bristol with her husband and three sons, and when she’s not at work, she can often be found cheering them on in hockey rinks near and far.
*Not Registered with Royal Alliance As
SueEllen Daly*
Sr. Account Executive
SueEllen is responsible for opening new accounts and coordinating our excellent client events in our Berlin office! She has over 24 years of experience in the investment industry, and has been with BACH for 5+ years. When SueEllen isn’t at work, she enjoys reading, yoga and walks in her hometown of Southington.
*Not Registered with Royal Alliance Associates, Inc.
SueEllen (NOT Sue!) Daly*
Client Engagement Manager
SueEllen is responsible for opening new accounts and coordinating our excellent client events in our Berlin office! She has over 24 years of experience in the investment industry, and has been with BACH for 5+ years. When SueEllen isn’t at work, she enjoys reading, yoga and walks in her hometown of Southington.
*Not Registered with Royal Alliance
Maureen O'Brien*
Client Communications Coordinator
Jeremy Buck
Financial Paraplanner
Trust
Confidentiality
Assist in Managing Expectations
Financial Planning
Tax Planning
Implement & Monitor
