A Prudent Approach. Actively Managed TM

Founded in 2004, BakerAvenue Wealth Management provides a full range of investment and wealth management services, with a focus on managing risk and growing your wealth. We are an independent, 100% employee-owned firm headquartered in San Francisco, with offices in New York, Dallas, and Palm Beach & Naples.

Our management team is made up of experienced investment professionals, including Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), and a 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.

Click here to meet our team and tour our San Francisco office.