Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, and foundations.
Driven by our purpose, we strive to make a positive impact on society alongside financial return. We’re headquartered in San Francisco with offices in New York and Dallas. For more information, contact us or call 415.986.1110.
As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management strategies while fostering initiatives that catalyze positive societal change.
What drives us are our values of community, excellence, trust, and inclusion. We take a holistic approach to align your portfolios with your values.
Lastly, our firm is committed to elevating diversity and inclusion in our practices. While we believe we are all more similar than we are different, it is through those differences that drive our innovative approach.