Wealth Connect

San Diego

Baker Tilly Wealth Management is excited to host Wealth Connect in our San Diego office.

Join us for networking, lunch and education as Baker Tilly Wealth Management’s Michael Dellisant and PIMCO’s Robert Lewis discuss the current state of the bond market including economic themes, the benefits of thoughtful portfolio construction and why diversification is key for balanced investment portfolios.

Please submit the form below to register for the event.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International.

PIMCO and BTWM are non-affiliated entities.

© 2023 Baker Tilly Wealth Management, LLC

Event information

Date

Wednesday, Sept. 13, 2023

Time

11:30 a.m. – 1 p.m. PT

Location

Baker Tilly San Diego office
3655 Nobel Drive
Suite 300
San Diego

Lunch will be provided

Speakers

Michael Dellisant
Director
Baker Tilly Wealth Management

Robert Lewis
Vice president & external advisor consultant
PIMCO

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