Phone:
(303) 545-1856(303) 545-1856
The Baseline Group at Morgan Stanley
Direct:
(303) 545-1817(303) 545-1817
Our Mission Statement
Dedicated to working with clients to manage their financial life so they can focus on their passions in life!
Our Story and Services
The Baseline Group brings over 50 years of combined experience to assist our clients with managing their balance sheet. Our core principles are doing what is right for the customer, being a good steward of assets and building long term relationship with our clients that extend beyond them to their family, friends and those they care most about. We work as your financial architect to create your financial planning blueprint that guides our direction and decisions moving forward.
Our diverse backgrounds and experiences allow us to bring multiple perspectives to managing our client’s wealth through market cycles and life changes (marriage, divorce, business sale or start-up, retirement, career move). Our goal is to be your primary advisor for financial decisions for multiple generations.
Our diverse backgrounds and experiences allow us to bring multiple perspectives to managing our client’s wealth through market cycles and life changes (marriage, divorce, business sale or start-up, retirement, career move). Our goal is to be your primary advisor for financial decisions for multiple generations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What You Can Expect
Discover
Our relationship begins with a face to face meeting to determine if we are the right fit for what you need and if you are the right fit for our practice. After agreeing we fit, our discussion moves to understanding what's on your mind, clarifying your goals and understanding how you view risk.
Analyze & Advise
We utilize our planning tools and risk analysis software to produce a comprehensive financial plan and investment strategy to serve as the foundation towards helping reach your goals.
Presentation & Implementation
In this meeting we review your financial plan and confirm everything is accounted for and reflects your vision. If so, we move onto the specific investment strategies recommended in an effort to meet your goals. If everything meets with your approval we start the implementation process. Implementation can take several steps because we can cover multiple segments of your financial life, including estate planning strategies, trust, philanthropy and liability management.
Monitoring our Progress
Once implementation is complete, we focus on providing personalized dedication and care. We will continue our dialogue to keep up with changes in your plan and navigating the uncertainty of the markets to stay on track. Overtime, we hope to also develop relationships with your heirs and continue to work with your family for generations.
Why Choose Us?
We are passionate about making a difference for our clients. Our clients appreciate our consultative approach, plain English explanations and the care we put into knowing them and their family to advise them in the most appropriate way to help reach their goals. We treat your money as if it belonged to us and our family.
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Total Wealth View
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Digital Vault
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1800 Broadway
Ste 120
Boulder, CO 80302
US
Direct:
(303) 545-1817(303) 545-1817
Meet The Baseline Group
To H. Pak
Financial Advisor
Phone:
(303) 545-1817(303) 545-1817
About Samantha Ediger
I am passionate about working as a Financial Advisor because of the difference I can help make in the lives of my clients, their families and others they care about. Being the financial concierge for my clients allows me to manage their entire financial picture. My goal is to give clients the time they need to focus on their business and passions in life while feeling confident they are on track to achieve their personal and financial goals. My clients appreciate my consultative approach to assist them in managing risk, investing socially and environmentally responsibly and navigating the uncertainty of the markets.
I started working with clients in 1992 spending 16 years at Merrill Lynch and 11 years at Wells Fargo before joining Morgan Stanley. Samantha Ediger earned my degree from the University of Colorado and continued my education thru the College of Financial Planning earning the Certified Financial Planner (CFP ®) designation which requires I work with my clients to put their interests above all.
In my spare time, I enjoy traveling, scrapbooking, boating and car shows with my family.
I started working with clients in 1992 spending 16 years at Merrill Lynch and 11 years at Wells Fargo before joining Morgan Stanley. Samantha Ediger earned my degree from the University of Colorado and continued my education thru the College of Financial Planning earning the Certified Financial Planner (CFP ®) designation which requires I work with my clients to put their interests above all.
In my spare time, I enjoy traveling, scrapbooking, boating and car shows with my family.
Securities Agent: OH, NM, AZ, SC, NY, CT, MD, OR, NC, WY, WA, VA, TX, SD, MO, MI, PA, CO, NV, CA, FL, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 2138032
CA Insurance License #: OD26865
NMLS#: 2138032
CA Insurance License #: OD26865
About To H. Pak
To Pak believes that open, honest and consistent communication is the basis for a lasting, often multi-generational, relationship. Clients can expect a collaborative process that begins with visualizing and articulating their hopes and dreams, leading to tangible goals. Once their goals are clarified, To creates and implements an individualized wealth management plan that is actively monitored to gauge progress. The ultimate goal is to free clients to pursue the lives they envision.
To brings over 26 years of financial services experience, including 18 years in the investment field. He works to understand the components of a client’s balance sheet and best serves them by using his various experiences which range from lending solutions to financial planning, investment selection and management. From this foundation, a multi-faceted plan is designed to help achieve a client’s articulated goals.
To currently lives in Boulder with his wife, daughter, dog and cat. When not serving his clients, he can be found riding his road bike, hiking, Nordic skiing, bowling, and spending time with his family and friends. He has served on the finance committee of Community Cycles and the board of The Longmont Humane Society.
To brings over 26 years of financial services experience, including 18 years in the investment field. He works to understand the components of a client’s balance sheet and best serves them by using his various experiences which range from lending solutions to financial planning, investment selection and management. From this foundation, a multi-faceted plan is designed to help achieve a client’s articulated goals.
To currently lives in Boulder with his wife, daughter, dog and cat. When not serving his clients, he can be found riding his road bike, hiking, Nordic skiing, bowling, and spending time with his family and friends. He has served on the finance committee of Community Cycles and the board of The Longmont Humane Society.
Securities Agent: OH, MI, LA, OR, TX, SD, MD, AZ, AR, CT, NY, NM, NC, KS, IL, FL, VA, SC, CA, VT, NV, NH, CO, WV, PA, WA, MO, WY, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1672128
NMLS#: 1672128
Contact Samantha Ediger
Contact To H. Pak
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The Baseline Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
