A Prudent Approach. Actively Managed™
Founded in 2004, BakerAvenue Wealth Management provides holistic wealth management services supported with our proprietary investment management expertise. Using our BakerAvenue MOSAIC Method we work closely with our clients in discovering and defining their unique purpose-driven goals. Our investment management philosophy focuses on managing risk so we may achieve those goals with minimal risk and maximum peace of mind for our clients.
We are an independent, 100% employee-owned firm headquartered in San Francisco, with offices in New York, Dallas, and Palm Beach & Naples. Our team of experienced investment & wealth management professionals consists of various credentials including: Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), Trust & Estate attorneys (JDs), Certified Investment Management Analyst (CIMA) and Chartered Market Technician (CMT).
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.