BakerAvenue Wealth Management

BakerAvenue is a wealth management and investment advisory firm headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. Since 2004 it has guided clients through personal and professional transitions, providing comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. A certified B Corporation and fiduciary, it offers investment management, financial planning, trust and estate, tax planning, family office, and philanthropic planning services.