Our Commitment to Delivering an Impeccable Client Experience
We are an independent, 100% employee-owned firm that does not sell products or accept commissions. Our team of dedicated fiduciaries have extensive professional experience and are committed to providing the highest level of service to our clients. Each of our clients inherits a member of our specialized teams that will collaborate on their behalf to provide you with guidance in uncertain times.
The BakerAvenue MOSAIC Method
To maintain our commitment to delivering an impeccable client experience, we have developed and refined a wealth management process that puts all the pieces of the financial puzzle together so that our clients can focus on what truly matters to them. We call this process the BakerAvenue MOSAIC Method as it is the foundation of our relationship with you.
Generating Your Personal MOSAIC Map – What Matters to You?
Our relationship begins by establishing what matters most to you. Your customized MOSAIC is the map we use to help you prioritize your goals and establish a plan that provides you with clarity, comfort and confidence in your financial future.