When life gives you… a legacy to share a new business opportunity a worthy cause a career change Learn how BakerAvenue’s Wealth and Investment services can guide you through your transitions
BakerAvenue offers wealth and investment services to guide clients through life transitions, including tax planning, estate planning, concentrated stock strategies, impact investing, and family office services.
BakerAvenue is a purpose-driven firm committed to creating an impact alongside maximizing portfolio performance during market cycles. As a certified B Corporation and PRI signatory, the firm delivers intelligent wealth management solutions while fostering long-term value creation.
Services include wealth and investment management, tax planning, estate planning, concentrated stock strategies, impact investing, and family office services, with offices in San Francisco, New York, Dallas, Houston, Atlanta, San Diego, and Naples.
Certified B Corporation
PRI Signatory
Holistic Wealth Management
Impact Investing Focus
Services
Tax Planning
Strategies to minimize tax liabilities and optimize tax efficiency for individuals and businesses.
Coordination with CPAs and Enrolled AgentsTax-loss harvestingTax-efficient asset distribution
Estate Planning
Designing wills, trusts, and other legal instruments to manage and transfer wealth efficiently.
Trust and estate attorney involvementProbate avoidanceTax-efficient estate transfer
Concentrated Stock Management
Strategies to mitigate risk and enhance returns from a heavily weighted stock position.
Investment approaches that align financial returns with social and environmental objectives.
B Corporation certificationPRI signatory statusPurpose-driven portfolio construction
Family Office Services
Comprehensive wealth management for families, including asset management, tax, and estate planning.
Holistic wealth managementMulti-generational planningTrust and estate administration
Real Estate Investment
Strategies for acquiring, managing, and optimizing real estate assets within a client's portfolio.
Alternative asset allocationProperty selection and due diligenceRisk-adjusted return optimization
Credentials & Certifications
CWS® Certified Wealth Strategists
Since 2004
CFP Certified Financial Planners
Since 2004
Estate Specialists
Since 2004
Investment Strategists
Since 2004
Trust and Estate Attorney
Since 2004
Registered Investment Advisors
Since 2004
Enrolled Agents
Since 2004
Wealth Management Expertise
Since 2004
CFA
Since 2004
CFA
Since 2004
Frequently Asked Questions
What are the different types of financial advisors? +
Financial management companies include asset management, wealth management, and family office services. Asset management focuses on investment management, robo-advisors automate portfolio management, while wealth management offers comprehensive planning services for complex financial situations.
What are some unique services offered by wealth management firms? +
Wealth management firms provide services such as concentrated stock management, impact investing, tax planning, and family office services, tailored to guide clients through life transitions and align portfolios with personal values.
What is an Enrolled Agent? +
An Enrolled Agent is a federally authorized tax practitioner who has passed a comprehensive IRS test covering individual and business tax returns. They have a fiduciary duty to represent taxpayers before the IRS and must adhere to ethical standards.
What is a Family Office? +
A Family Office provides comprehensive wealth management services, including asset management, wealth management, and a range of ancillary services, similar to managing a small business, tailored for high-net-worth families.
