BakerAvenue

BakerAvenue is a wealth management and investment advisory firm founded in 2004. It provides comprehensive wealth management and investment expertise to high-net-worth individuals and families, as well as trusts, foundations and endowments. The firm is a fiduciary, committing to protect clients' interests ahead of its own, and is a Certified B Corporation and a signatory of the Principles for Responsible Investment (PRI).

The firm's work spans portfolio construction, investment management, tax planning, estate planning, impact investing, concentrated stock strategies, and alternative and real estate investments. An in-house team of financial, investment, tax and estate planning experts supports clients through a wealth management philosophy built on three pillars - Lifestyle, Growth and Legacy - designed to keep clients on track through life's transitions, pursue long-term value creation, and address legacy building and estate planning. BakerAvenue describes its approach as holistic, aligning portfolios with clients' values.

BakerAvenue is headquartered in San Francisco, California, with regional offices in New York, Dallas, Houston, Atlanta, San Diego and Naples - seven offices in total. The firm states values of excellence, trust and community, and a commitment to impact investing, responsible investment practices, and a sustainable, economically efficient global financial system, alongside continual improvement of its practices and innovation.