Wealth Management
Plan With Confidence. Live With Clarity.
Transforming Your Wealth Into the Life & Legacy You Envision
BakerAvenue partners with you to build, preserve, and transition your wealth with care. Our in-house experts bring intention to every decision, delivering integrated solutions tailored to your needs. We seek to optimize your wealth to create the outcomes you value today and craft a legacy that endures for generations to come.
Proactive & Integrated Wealth Management
As partners in your success, we help you define your personalized plan that communicates an understanding of your priorities, interests, and aspirations while effectively linking financial strategies to your life goals. Through our Growth, Lifestyle, and Legacy framework, we guide you through in-depth wealth management solutions and active portfolio management designed to grow and protect your wealth as you go through life’s defining moments.
Wealth Management Philosophy
Growth
Maximize Your Investments
- Maximize funds in tax-advantaged accounts with post-tax 401(k) contributions, back-door Roth conversions, and taking deferred compensation
- Manage capital gains using tax-loss harvesting, Opportunity Zones, 1031 Exchanges, Section 121, and Charitable Trusts
- Understand the complexities of stock options, such as AMT, RSUs, 83(b) elections, and when to exercise
Lifestyle
Plan for the Future
- Establish an estate plan optimizing family planning, asset protection, and tax-efficient structures
- Utilize lifetime gifting strategies to transfer / protect wealth and maximize the estate and gift tax exemption
- Analyze assets to understand tax basis, character, and appreciation potential in order to implement income and estate tax-efficiencies
Legacy
Establish & Protect Your Legacy
- Identify financial goals and beneficiaries
- Plan and implement optimal designs for life insurance, retirement, and education planning
- Determine charitable intentions during life and death
- Understand the potential estate and gift tax concerns you may be facing, as well as the optimal structures to eliminate or mitigate such taxes
BakerAvenue Wealth Management Services
Our team works with you to create a trust and estate plan that includes succession planning and asset protection. We’ll discuss power of attorney, living trusts, wills, guardianship, and probate (what probate is, and how and why you may want to avoid it). We’ll develop a tax-efficient succession plan for your children and grandchildren that incorporates your values and legacy wishes. In addition, we will evaluate trusts to make sure your assets are protected. If you already have an estate plan, we’ll review it and offer guidance for any adjustments to align it with your priorities.
When you’re ready to pass on your wealth, we’ll provide assistance on reducing estate and gift taxes, strategically managing your assets, and making distributions to your heirs – efficiently minimizing expenses, delays or probate.
BakerAvenue will evaluate your current situation to identify tax-planning opportunities and obligations, and to address new tax laws and how they apply to your circumstances. We’ll guide you through life decisions that have tax implications, such as structuring a new business, buying or selling property, gifting, contributing to a ROTH or traditional IRA, and retiring.
Our dedicated experts navigate through complex and ever-changing US tax codes to provide direction on how these laws can work for you.
Retirement planning starts with talking about your timeframe and spending needs. Guidance for funding your future includes assessing the best balance of investments and tax-advantaged retirement accounts to help grow your wealth. Plus we look at other tools to safeguard your savings, such as living trusts, life insurance, and long-term care insurance.
When you are saving for a financially secure retirement, time really is money. We’ll help you understand your best options for investing over the long term to meet your goals. Then we work with you to manage asset allocations to keep you on track in retirement.
As part of our comprehensive approach to risk management, we understand the various insurance types and levels of coverage that clients need. Our team of advisors can identify gaps or overlaps in your current policies, and suggest ways to obtain and optimize necessary coverages for your family.
We’ll look at your current situation and assess your risk exposure and asset protection needs. We’ll evaluate your insurance policies and discuss options, including Life, Disability, Long-Term Care, Property & Casualty, Auto, Umbrella, etc. We can recommend implementation plans and tap into a range of insurance professionals.
BakerAvenue is not an insurance company or agent and does not receive any compensation for policy recommendations.
We advise clients on how to combine their passion and purpose with investments that deliver the performance to make meaningful change.
We pride ourselves on our commitment to understanding your core values and integrating them to provide a customized, strategic giving plan to achieve the highest possible impact with your investments. We deliver services for all levels of philanthropic giving – from individuals making their first investment, to those exploring entrepreneurial social initiatives that are bold, cutting-edge, and evidence-based. For those contemplating the establishment or growth of a family foundation, we perform high-level listening tours with all stakeholders to preserve generational values, optimize family harmony, and achieve long-term philanthropic impact.
Other Resources:
Making your legacy an integral part of your wealth management plans can potentially save money for your heirs and beneficiaries. BakerAvenue works collectively to develop a family mission statement that captures your values and commitment to future generations. Our team of experts incorporate these values throughout every aspect of our work, and uses our learnings to guide and educate future generations on the responsibilities of wealth stewardship.
Our team includes specialists in estate planning, law, and tax strategy to assist with the complexities of inherited wealth. If you wish to ensure your gifts have a positive impact, our advisory team can create high-impact philanthropic giving plans that ensure your legacy and values are honored. Lastly, we provide guidance on financial well-being, stewardship education, and mentoring for future generations.
Ultra-affluent individuals and families often have more complex situations and require services beyond the expected. For these clients, we offer customized analysis and guidance for complex financial-planning needs and family succession, including Family Governance, Trust & Estate Planning, Financial & Tax Planning, Investment Management, and Art Investments.
Our family office relationships are managed by the partners of our firm. We provide families peace of mind by helping to coordinate and manage the complexities of their financial lives. In addition, we design and oversee high-impact philanthropy and investment plans, and we partner with industry-leading companies to provide state-of-the-art cybersecurity and privacy protection for our clients.
Wealth Management FAQs
BakerAvenue’s integrated wealth management model combines investment management, in-house tax preparation, and estate planning under one roof, coordinated by a single advisory team. Traditional financial advisors focus primarily on financial planning and reliance on outside investment teams, and often require clients to coordinate separately with outside CPAs and estate attorneys. The integrated model eliminates those silos so that tax considerations directly inform investment decisions and estate strategies, and vice versa, in real time.
BakerAvenue structures wealth management around a Growth, Lifestyle, and Legacy framework designed to connect financial strategies to the defining moments of a client’s life. This includes personalized financial planning, active portfolio management, tax-efficient investing and planning, and estate structuring — all delivered by in-house specialists who are present before, during, and after life transitions such as retirement, a liquidity event, or the sale of a business.
A fiduciary wealth manager is legally and ethically required to act in a client’s best interest at all times. BakerAvenue operates as a fee-only, fiduciary registered investment advisor (RIA), meaning the firm’s compensation is not tied to product sales or transaction volume, and every recommendation is made with the client’s goals as the sole priority.
High-net-worth individuals typically benefit most from professional wealth management when their financial complexity exceeds what general financial planning can address. Common triggers include a liquidity event (IPO, business sale, or inheritance), concentrated stock exposure, multi-state tax obligations, or the need to coordinate an estate plan across multiple assets and beneficiaries. BakerAvenue works with clients at all stages of wealth accumulation and transition.
BakerAvenue’s in-house Enrolled Agents and investment advisors work on the same team, which means tax implications are evaluated in tandem with investment decisions. This includes strategies such as tax-loss harvesting, Roth conversion planning, optimal asset location across taxable and tax-advantaged accounts, and timing of capital gains realization. The result is a portfolio managed toward after-tax outcomes, not only pre-tax returns.
Beyond portfolio management, BakerAvenue’s wealth management services encompass tax preparation and planning, estate planning, retirement planning, risk management and insurance review, and philanthropic strategy. These services are delivered by in-house specialists, allowing BakerAvenue to provide cohesive, conflict-free guidance across every dimension of a client’s financial life.
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.
