There are a hundred ways to live. And a hundred ways to live comfortably. We practice an actively managed, prudent approach to providing you with the means to do so.
At BakerAvenue, we believe in engaging our clients throughout the wealth management process in such a way, that they feel empowered by the knowledge that their financial future is ensured.
Engage. By partnering with you in a collaborative effort, we share the responsibility to establish an active symbiotic relationship between your financial goals and the design of your investment portfolio.
Empower. By educating you on the factors that impact your financial future, we help you develop the confidence necessary to make important financial decisions. Click here to review our educational resources.
Ensure. By providing a prudent and pragmatic approach to investment management, which begins with a focus on goals-based planning, we set the foundation for your financial success.
The first step in our wealth management process is to develop a deep understanding of your situation through our conversations and meetings with you. From these discussions, we’ll craft a personalized investment strategy that we believe reflects the values and goals of your long-term financial plan.
Together, we’ll review your financial plan and investment portfolio and make adjustments based on your circumstances and input — only when you are confident and satisfied with our recommendations will we implement the plan as discussed. And our wealth management process does not end after the implementation of your financial plan. We pride ourselves on pragmatism and we will continue to monitor, review and make adjustments to your portfolio and plan as necessary to provide you with the means to successfully reach your goals.
To learn more about any of the wealth management topics please click below.