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BACH Wealth Management, LLC is rooted in the belief that helping every client confidently pursue their financial goals is the bedrock of our mutual success. Our areas of expertise include: Retirement Income & Distribution Planning, Investment Oversight, Tax Reduction and Family Wealth Planning.  

Who We Are

Our approach to delivering comprehensive financial services always starts an ends with you, our clients.  We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations.  Our knowledgeable team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning and family wealth planning.  

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.

Vernon G. Baker, QFP, ChFC®, CFS® Photo

Vernon G. Baker, QFP, ChFC®, CFS®


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Jonathan W. Webb, CFP®  Photo

Jonathan W. Webb, CFP®


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Richard A. Norkun, RFC Photo

Richard A. Norkun, RFC

Financial Advisor

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Robert A. Bishop, ChFC® Photo

Robert A. Bishop, ChFC®

Wealth Advisor

Rob is a Wealth Advisor at Bach Wealth Management, LLC., serving the specialized needs of retirees and pre-retirees.  His main focus is you, our client. With an attention to detail and a willingness to provide assistance, Rob reviews all areas of your financial plan.  Rob has over 10 years of experience in the financial services industry.   He continues to educate himself in an effort to help serve you better. Please feel free to contact Rob with any of your account needs.

Heather Rutsch* Photo

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.

SueEllen Daly* Photo

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.

Maureen O'Brien* Photo

Maureen O'Brien*

Client Communications Coordinator

Maureen is responsible for directing incoming calls, greeting clients, and scheduling appointments.  She has over 20 years of customer service experience.  When Maureen is not at work, she enjoys exploring nature trails, yoga, and playing music.  Maureen lives in East Hampton with her two children.

*Not Registered with Royal Alliance Associates, Inc.

Jeremy Buck Photo

Jeremy Buck

Financial Paraplanner

We’re a Fiduciary

Your best interests come first

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First Meeting:

 Discuss your goals and financial concerns

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AFTER First Meeting but BEFORE Second Meeting:

We develop your unique financial plan 

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Second Meeting:

Review your personalized plan and best steps forward

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