BakerAvenue is a wealth management and investment advisory firm founded in 2004. It provides comprehensive financial planning to high-net-worth individuals, families, trusts, foundations and endowments. The firm is headquartered in San Francisco and operates six further offices, in New York, Dallas, Houston, Atlanta, San Diego and Naples.
Its services span concentrated stock strategies, impact investing, alternative and real estate investments, tax planning and estate planning, delivered by an in-house team of financial, investment, tax and estate planning experts. The firm applies a proprietary wealth management philosophy, Lifestyle, Growth, and Legacy, intended to keep clients on track through life's transitions. Work is organised across wealth management, investment management and financial planning.
BakerAvenue states a fiduciary commitment to place clients' interests ahead of its own, alongside values of excellence, trust and community. It is a Certified B Corporation and a signatory of the Principles for Responsible Investment (PRI), and emphasises impact investing and the alignment of portfolios with clients' values. The firm describes a belief in an economically efficient, sustainable global financial system as a basis for long-term value creation.
