Purpose. Passion. Performance.
At BakerAvenue, we understand that life's transitions can be both exciting and overwhelming. As a seasoned wealth management firm, our experienced team is committed to guiding you through these significant moments, empowering you to achieve your financial goals. With over 18 years of experience, we've helped numerous high-net-worth individuals, families, trusts, foundations, and endowments navigate their personal and professional lives. Our headquarters are located in San Francisco, with offices in New York, Dallas, Houston, Seattle, San Diego, and Naples.
Our Philosophy
Our team of experts prides itself on delivering personalized and integrated wealth management solutions. We take a holistic approach, aligning your financial portfolios with your values and goals. Our philosophy is built upon the principles of excellence, trust, and community. We're dedicated to continually elevating our practices, driven by a passion for innovative approaches and a commitment to long-term value creation.
Our Services
Our comprehensive wealth management services include:
- Tax Planning: Our team of experts provides personalized tax planning strategies, ensuring you minimize your tax liability and maximize your wealth.
- Estate Planning: We help you create a comprehensive estate plan, ensuring the transfer of your assets according to your wishes and minimizing the burden on your loved ones.
- Concentrated Stock Strategies: We offer tailored stock management solutions, minimizing taxes, and maximizing your portfolio's performance.
- Real Estate Investments: Our team provides expert guidance on real estate investments, ensuring your portfolio's diversified and optimized for long-term growth.
- Impact Investing: We help you align your investments with your values, creating a positive impact on society and the environment.
- Family Office: Our team provides personalized support for family offices, ensuring the management of your wealth and the preservation of family legacy.
Our Team
Our team of experienced professionals includes certified financial planners, Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). We take pride in our commitment to ongoing education and professional development, ensuring our expertise is always up-to-date.
Impact Initiatives
As a purpose-driven firm, we're dedicated to creating a positive impact alongside maximizing our clients' portfolio performance. We believe that an economically efficient, sustainable global financial system is crucial for long-term value creation. We're proud to be certified B Corporation members, signatories of the Principles for Responsible Investment (PRI), and partners with organizations committed to building a more inclusive and sustainable economy.
Contact Us
At BakerAvenue, we're committed to serving our clients with professionalism, integrity, and passion. We invite you to explore our website, learn more about our services, and discover how we can support you through life's transitions. Please do not hesitate to contact us or schedule a meeting with our experts. We look forward to guiding you through your journey.
Overall Experience
Patti Generale had a highly positive experience with the company, awarding them 5 stars. She discovered them through a friend and did extensive research before choosing to work with them.
Discovery and Research
Generale's initial encounter with the company was through an old friend, who recommended them for managing his retirement funds. After thoroughly investigating both their San Francisco and Florida offices, she decided to give them a try.
Personal Experience
Generale has been pleased with her experience, moving more funds under their management and referring friends to the company. Unfortunately, the Florida office has since been closed, but her main point of contact is now Marisa Rothstein in the New York office.
Representative
Rothstein is described as "very professional" and brings value to every quarterly meeting. Generale appreciates the depth of the investment team, specifically King and Doug, and is happy with the returns on her investments.
Recommendation
Generale would highly recommend the company.
