BakerAvenue’s team of experts provides a coordinated, integrated suite of financial life-planning strategies.
Looking at the various stages of your life from early career through retirement, allows us to analyze what matters most to you to align your values with your wealth objectives.
As partners in your success, we help you define your personalized financial plan that communicates an understanding of your priorities, interests, and aspirations while effectively linking financial strategies to your life goals. Through our Lifestyle, Growth, and Legacy framework, we will guide you through in-depth wealth management solutions and active portfolio management to grow and protect your wealth as you go through life’s transitions.
Protect Your Wealth:
Lifestyle, Growth, and Legacy
Your portfolio evolves over time as you go through life’s transitions.
LIFESTYLE
Produce disposable income and growth to protect purchasing power. These assets have moderate risk and return goals.
GROWTH
A portfolio mix to maximize returns, often with higher risk tolerance and volatility, that could have higher turnover and less tax efficiency.
LEGACY
Pass on to future generations or beneficiaries. The goal is to protect the purchasing power of the underlying assets, but not necessarily to produce the highest return possible.
BakerAvenue's
Proactive & Integrated
Wealth Management
Our Process