A Prudent Approach. Actively Managed TM
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).
From the beginning, we have been tested in extreme environments, often delivering strong results in both bull and bear markets. Your assets are held by a leading independent qualified custodian, providing confidence and peace of mind.