Founded in 2004, BakerAvenue Wealth Management provides holistic wealth management services supported with our proprietary investment management expertise. Using our BakerAvenue MOSAIC Method we work ...
Founded in 2004, BakerAvenue Wealth Management provides holistic wealth management services supported with our proprietary investment management expertise. Using our BakerAvenue MOSAIC Method we work closely with our clients in discovering and defining their unique purpose-driven goals. Our investment management philosophy focuses on managing risk so we may achieve those goals with minimal risk and maximum peace of mind for our clients. We are an independent, 100% employee-owned firm headquartered in San Francisco, with offices in New York, Dallas, and Palm Beach & Naples. Our team of experienced investment & wealth management professionals consists of various credentials including: Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), Trust & Estate attorneys (JDs), Certified Investment Management Analyst (CIMA) and Chartered Market Technician (CMT).