About BakerAvenue
When life gives you changes, see how our wealth and investment services can guide you through your transitions.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Francisco, CA
- Founded
- 2004
- Company type
- Privately Held
- Company profile name
- BakerAvenue Wealth Management
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples.
As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values.
Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach.
For more information, contact us or call 888.585.1750.
Specialties
- Tactical Asset Allocation
- Asset Management
- Wealth Management
- Financial Planning
- Risk Management
- Estate Planning
- Tax Planning
- Philanthropy
- Impact Investing
- Financial Feminism
- Family Office
- Investment Strategies
- Life Planning
- Legacy Planning
- Blue Chip
- Investment Advisors
- Estate & Trust
- Dynamic Core
- Tactical Fix Income
- Global Income
- Alternative Investments
- Market Outlook
- Concentrated Stock
- Multi-generation planning
- ESG & Sustainable Investments
- and Retirement Planning
Company locations
1 Embarcadero Center, Fl 25, Ste 2530, San Francisco, CA 94111, US
66 Hudson Blvd E, Fl 24, Ste 2434, New York, NY 10001, US
550 Reserve St, Suite 270, Southlake, Texas 76092, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Wealth Management
- Communities
- Financial Services
On LinkedIn
- Followers
- 1,451
- People linked to this company
- 55
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Other employer
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