Managing Wealth to Align with Your Values
Wealth Management with BakerAvenue begins by first understanding your beliefs and helping define your life goals with your team of financial experts who are here for you before, during and after any of life’s changes.
At the start of our relationship, we discuss the important areas of your financial life using a process specific to BakerAvenue: The Mosaic. It’s an honest, unbiased process created to uncover what truly matters to you. The truths it provides can be surprising and inspiring. We’ve found the Mosaic informs an organic, dynamic plan that prepares you for any life transition.