Proactive & Integrated Wealth Management

Our Lifestyle, Growth, and Legacy wealth management philosophy ensures that you are on track as you navigate through life’s transitions. Whether you need advice on concentrated stock strategies, impact investing, alternative and real estate investments, or building your legacy, we’re here to guide you. Our in-house team of financial, investment, tax and estate planning experts proactively work with you towards your long-term goals. We’re committed to clarifying the complex and delivering an integrated, long-term solution that is customized for you.

Explore Our Difference

From tax strategies, estate planning, and concentrated stock management to real estate advisory and alternative investments, we offer highly customized solutions:

  • Advise on when to exercise options
  • Implement active hedging and protective puts
  • Provide access to alternatives to hedge against inflation
  • Help determine beneficiaries or distributions
  • Utilize active tax-loss harvesting
  • Devise strategies to bridge your financial & social objectives
  • Leverage tax-deferring and tax-deductible strategies

To learn more about our differentiated services, view our eBrochure.

BakerAve Our Differences

Our Services

BakerAvenue’s integrated team offers a full suite of in-house services to ensure your financial plan aligns with your life goals. When you have questions, we have personalized, in-depth wealth management solutions for you.

Investment Management
  • Develop a personalized investment strategy
  • Manage risk to protect capital in high-risk markets
  • Create tailored asset allocations
  • Rebalance portfolios proactively and regularly
  • Diversify concentrated stock positions
  • More
Estate Planning
  • Review current estate plan and make changes as required
  • Eliminate problems and costs associated with probate
  • Strategize for tax-efficient transfer of wealth
  • Evaluate and recommend estate planning options
  • More
Tax Planning
  • ​Review tax returns by our Enrolled Agents
  • Maximize contributions to tax-deferred accounts
  • Maximize tax benefit of charitable donations
  • Determine tax-efficient ways to distribute assets
  • Collaborate with your CPAs
  • More
Lifestyle & Retirement Planning
  • Conduct retirement and life transition cash flow analysis
  • Stress-test your plan for weaknesses
  • Analyze Roth IRA conversions
  • Strategize Social Security optimization
  • Navigate payout options for pension or deferred comp
  • More
Lending & Finance
  • Preferred margin lending
  • Access to private banking solutions
  • First mortgage and refinance solutions
  • Pledged asset lending
  • Art and collectibles lending
  • Fully Paid Lending: opportunities to lend your shares and receive payment
Risk Management
  • Review existing policies
  • Collaborate with insurance agents
  • Evaluate life and disability insurance needs
  • Design solutions for asset protection, and income replacement
  • Online vault for secure document storage
  • More
Philanthropy & Impact
  • Review current philanthropic portfolio and/or interests
  • Educate on best practices for high-impact philanthropic investments
  • Define social impact strategies
  • Implement a tailored giving plan
  • More
Real Estate
  • Navigate the critical timing of interest rates and refinancing
  • Maximize tax-deferring and tax-deductible strategies
  • Sell property tax-efficiently and leverage discounted financing
  • Property valuation and comparative analysis
  • More
When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.
The legal and/or tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. It does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell securities. All information is subject to change. This material contains references to concepts that have legal, accounting, and tax implications, and is not intended as legal, accounting or tax advice as Baker Avenue Asset Management LP is not engaged in the practice of law, tax or accounting. Accordingly, any information in this document cannot be used by any taxpayer for purposes of avoiding penalties under the Internal Revenue Code. Information presented is believed to be factual and up-to-date, and BakerAvenue cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre-and/or after-tax investment results. BakerAvenue makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult your own attorney and/or accountant for advice regarding your particular situation.
Top ↑
B Certified
Forbes Top RIA Firms 2023
Diversio Certified
2024 Great Place to Work®
2020 Financial Times 300 Top Registered Investment Advisors