Undivided Wealth

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Undivided Wealth

Transforming lives well beyond money.

10/01/2026

Gary Baker and Kim Massa Rubenstein, were honored to join Missoula estate-planning attorney Martha Goodloe for a special presentation hosted by Missoula Aging Services.

At Undivided Wealth, we believe deeply in helping people give with purpose. That belief inspired us to create The Giving Portfolio - a thoughtful process that helps donors and clients identify what matters most to them and make meaningful gifts aligned with those priorities.

What a privilege it was to share this approach with such a thoughtful and generous group! Our sincere thanks to Martha, the Missoula Aging Services team and everyone who joined us for this meaningful conversation.

08/21/2026

We’re celebrating another talented group of interns who brought fresh ideas, energy and curiosity to Undivided Wealth this summer! 🌟

Ethan Lanzotti, Harsh*th Akurati, Aradhya Malik and Akshaj Reddy Kommepalli worked under the leadership of Charlie Baker on an exciting project: My100K, an interactive financial roadmap designed to help teenagers and young adults build the knowledge, habits and confidence to reach their first $100,000 in net worth.

Along the way, Gary Baker and John Pettis mentored these students as well - sharing their experience while also learning from the interns’ thoughtful questions and ideas.

We’re grateful for our continued partnership with Rockwood School District Partners in Education, Dixie Walker Baker and Sean Biehle, who help make these meaningful opportunities possible for talented young people in our community.

To our summer interns: thank you for the enthusiasm and hard work you brought to Undivided this summer. We’re proud of what you accomplished and can’t wait to see where you go from here!

07/31/2026

Last night, we had the joy of celebrating National Intern Day with one of our favorite traditions - a summer BBQ bringing together current interns, alumni interns, and mentors of Undivided.

One thing always leaves us feeling incredibly hopeful: the remarkable talent, character, and potential of these young people! Every year, we're amazed by the students’ curiosity, work ethic, and genuine desire to make a difference.

We're grateful for our partnership with Rockwood School District Partners in Education (PIE) program, which makes this real-world summer experience a reality. We're equally thankful for our mentors who provide encouragement and wisdom to our students.

To every student who joined us: thank you for reminding us why this work matters. We’re cheering you on and can't wait to see where your talents and dreams take you!

06/30/2026

A little taste of Paris for a very special birthday!

Today our team celebrated Kim Massa Rubenstein at the French Crêperie. With delicious crêpes and plenty of laughter, it was the perfect way to celebrate someone who brings so much joy to our team.

As Managing Partner and Director of Financial Planning, Kim is known for helping clients navigate life's important financial decisions with expertise, thoughtfulness, and genuine care. She's also a trusted leader, mentor, and friend whose positive spirit makes Undivided a better place every day.

Please join us in wishing Kim a very Happy Birthday! 🎉

06/09/2026

Blue Angels. Great conversations. Wonderful people. ✈️

Friday’s Client Appreciation event is always a favorite!

We welcomed clients, family, members, and friends for an afternoon of fellowship, food, and an incredible front-row view of the performances. Watching the precision, teamwork, and skill of the pilots was impressive - but spending time with the people we serve was the true highlight of the day.

Thank you for allowing us to be a part of your journey. Cheers to building relationships and making memories together!

05/14/2026

At the Student Summit, the real world comes alive for students.

They don’t just hear about possibilities—they step into them.

In just three days, high school & college students will:

• Explore companies like Cortex, Microsoft, and BJC Healthcare
• Discover their strengths, values, and future direction
• Build confidence & skills
• Connect with mentors who’ve actually lived it

Give your high school and college student an incredible summer experience. Register today!

📍 June 1–3 in Chesterfield, MO

https://www.undividedec.com/student-summit

05/09/2026

Cheers to 8 years! ✨

Undivided was founded on a belief that wealth management could - and should - be about more than financials.

Today, we celebrate 8 years of living our mission of transforming lives well beyond money.

What began as a vision for a different kind of financial firm has grown into something truly unique:

💠 A wealth management firm centered on 3-Part Planning: Investment, Financial, and Life Planning
💠The Undivided Experience Center - creating meaningful experiences, education, and connection for our clients and community
💠Evolation Consulting - helping leaders, teams, and organizations grow with purpose and impact

Over the years, we’ve had the privilege of walking alongside individuals, families, business owners, and organizations through some of life’s most important moments and decisions.

We are incredibly grateful for the trust, relationships, and community that have made this journey possible. And while we’re proud of what’s been built, we believe the most meaningful impact is still ahead.

Thank you for being part of the Undivided story!

05/06/2026

Today we’re celebrating someone who has impacted countless lives - our founder and leader, Gary Baker. 🎉

Gary’s passion for helping people live meaningful, purpose-filled lives continues to shape everything we do at Undivided Wealth. His vision for truly comprehensive planning - investment, financial, and life planning working together - has helped create a firm focused on transforming lives well beyond money.

More than a leader, Gary is a mentor, encourager, teacher, and friend to many!

Please join us in wishing Gary a very Happy Birthday! 🎂

05/05/2026

At the end of summer, most teens will say:
“hung out”; “worked a little” and “just relaxed.”

But a few will say something different.

“I figured out what I’m good at.”
“I met people who changed how I think.”
“I finally feel more confident about my future.”

Same summer. Very different outcome.

Parents, have your high school or college student kick off the summer with a meaningful experience.

Register them to join us for the Student Summit.

📍 June 1–3
🎟 Early Bird Savings ends May 8

https://www.undividedec.com/student-summit

04/29/2026

We hear this from parents all the time:
“I want something meaningful for my teen this summer.”

Not another camp. Not more screen time. Something that actually helps them grow.

That’s why we built the Student Summit - to give students real-world exposure, confidence, and skills they’ll actually use.

Think:
– Conversations with professionals
– Hands-on learning
– Business tours
– Financial literacy (finally!)
– A chance to build confidence in who they are

📅 June 1–3
⚡ Early Bird pricing available through May 8

If you’ve been looking for something like this, we’d love to have your student join us.

Register here:
https://www.undividedec.com/student-summit

Address

657 Spirit Airpark West, Suite 104
Chesterfield, MO
63005

Website

http://www.undividedwealth.com/

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