Give

Doing Good Is Our Quarterly Benchmark

Giving back is at the heart of BakerAvenue, and generosity deserves the same discipline as any other part of your financial plan. Our philanthropic advisory team helps you define giving priorities, structure tax-efficient vehicles, and measure the impact of every dollar, helping to turn good intentions into lasting change.

SPEAK WITH AN EXPERT

Philanthropy & Impact: How We Work

DISCOVER

Discover and review your current philanthropic portfolio and interests

EDUCATE

Educate on best practices for high impact philanthropic investments

STRATEGIZE

Strategize short and long-term social impact strategies

DESIGN & IMPLEMENT

Design and implement a tailored, high-impact philanthropic giving plan

EVALUATE

Evaluate and measure philanthropic impact and giving strategies

Community Partners

We are proud of and honored to support several non-profit organizations.

Plan With Confidence.
Live With Clarity.

Transforming your wealth into the life and legacy you envision.

If you are interested in our comprehensive wealth management services, please send us a note or click to schedule an introductory meeting.

To speak with your advisor, contact them here.

Contact Us

Visit Us

Address

1 Embarcadero Center
Fl 25, Ste. 2530
San Francisco, CA 94111

Contact

415.986.1110
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM PT

  /visit-bakeravenue/san-francisco - https://www.google.com/maps/place/Baker+Avenue+Wealth+Management/@37.794226,-122.4012902,19z/data=!3m1!4b1!4m5!3m4!1s0x80858061c979f191:0x76b1dc46fc873122!8m2!3d37.794226!4d-122.400743
Visit Our SF Office

Address

66 Hudson Blvd E,
Fl 24, Ste. 2417
New York, NY 10001

Contact

212.202.3188
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM ET

  /visit-bakeravenue/new-york - https://www.google.com/maps/place/BakerAvenue+Wealth+Management/@40.7240351,-74.0064309,17z/data=!3m1!4b1!4m5!3m4!1s0x89c2598a60a112bb:0x5338a3c36e8de846!8m2!3d40.7240311!4d-74.0042369
Visit Our NYC Office

Address

550 Reserve St
Ste. 210
Southlake, TX 76092

Contact

214.306.9849
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM CT

  /visit-bakeravenue/dallas - https://www.google.com/maps/place/BakerAvenue+Wealth+Management/@32.9473525,-97.132832,17z/data=!3m1!4b1!4m5!3m4!1s0x864dd4de004f9f69:0xd7980fca42a46055!8m2!3d32.947348!4d-97.130638
Visit Our Dallas Office

Address

1980 Post Oak Blvd
Ste. 100-#3425
Houston, TX 77056

Contact

346.521.4740
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM CT

  -

Address

9442 Capital of Texas Highway N
Arboretum Plaza, Ste. 500
Austin, TX 78759

Contact

737.394.1875
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM CT

  -

Address

12636 High Bluff Dr
Ste. 400-11722
Del Mar, CA 92130

Contact

858.283.2880
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM PT

  -

Address

5 Concourse Pkwy
Ste. 3000
Atlanta, GA 30328

Contact

770.229.8425
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM ET

  -

Address

780 5th Ave S
Ste. 200
Naples, FL 34102

Contact

239.922.1525
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM ET

  -

Address

1 Embarcadero Center
Fl 25, Ste. 2530
San Francisco, CA 94111

Contact

415.986.1110
info@bakeravenue.com

Working Hours

From Monday to Friday
7:00 AM - 5:00 PM PT

  /visit-bakeravenue/san-francisco - https://www.google.com/maps/place/Baker+Avenue+Wealth+Management/@37.794226,-122.4012902,19z/data=!3m1!4b1!4m5!3m4!1s0x80858061c979f191:0x76b1dc46fc873122!8m2!3d37.794226!4d-122.400743
Visit Our SF Office
Golden Gate Bridge