top of page
Bakke Strategic Wealth Management logo
Two white doors on a blue wall with three frames.

Doors of Retirement

Which one will you
choose?

Learn More
Stack of balanced smooth stones on a pebble beach.

In uncertain times, our goal is to help keep your plan in focus...   

Learn More
Young child blowing seeds off a dandelion in a green field

A Goal without a Plan is just a Wish
We can help!

Learn More
Heart-shaped metal gate latch with twisted handles

Getting to the Heart
of the Matter

Learn More

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Welcome to Bakke Strategic Wealth Management

Financial experience you can TRUST. Personalized solutions you DESERVE!

As founder of Bakke Strategic Wealth Management, my focus is to bring you confidence in reaching your life goals! Living your life well now and at retirement begins with a plan. Operating as an independent financial advisor I give objective advice employing well-suited products and services to carry out your plan tailored to your life and financial objectives.  

I work with individuals, families and business owners and I help you Open the Right Door to achieve your unique financial goals.

Take the first step by scheduling a consultation,  your future is worth it!

HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck