About
(current)
Managing Wealth
Family Office
Our Approach
Unique Offerings
Financial Feminism
Insights
Login
insights
IRA Beneficiary Designation
13 Aug 2018 • Marisa Rothstein
All
Search
Trust & Planning - August 2018
Marisa Rothstein
MANAGING DIRECTOR, TRUST & PLANNING SPECIALIST, WEALTH ADVISORY TEAM
Bio
Contact us about Insights
Let’s make the most out of every transition.
Contact Us >
×
How can we help you?
For general inquiries please fill out the form below or give us a call at one of our three locations.
Full Name
You name is required
Email address
You email address is required
We'll never share your email with anyone else.
Comments
I would like more information on:
Wealth Management
Family Office
Portolio Process
Impact Investing
Concentrated Stock
Financial Feminism
Submit >
Privacy Policy
Disclosures
Terms of Use
Careers
© 2019 BakerAvenue. All rights reserved.