Silverhaven Strategic Wealth was founded by Levi Baker, an actively practicing Attorney and former Senior Portfolio Advisor at a nationally recognized wealth management firm. His background in both law and institutional portfolio oversight informs Silverhaven’s governance framework, where allocation discipline, fiduciary accountability, and documentation integrity are applied across the Firm’s investment strategy.

Drawing on formal legal training and estate planning experience, Mr. Baker incorporates trust structuring considerations, asset titling strategy, and beneficiary alignment into the advisory process to ensure portfolio oversight remains coordinated with long-term legacy objectives. His work centers on disciplined capital stewardship, tax-aware investment structuring, and legally precise estate coordination.

Credentials

• Bachelor of Science, Texas A&M University

• Juris Doctor, St. Mary’s University School of Law

• Licensed Investment Adviser Representative (Series 66, Series 7)

• Licensed Attorney, State Bar of Texas