Baker Avenue Asset Management is a San Francisco-based wealth management firm that offers comprehensive investment services to guide individuals and businesses through various life transitions. Their team of experts provides personalized advice on tax planning, estate planning, concentrated stock strategies, impact investing, and real estate investments, among others, to help clients achieve their long-term financial goals.
As a purpose-driven firm, Baker Avenue is committed to creating a positive impact alongside maximizing portfolio performance. They are a certified B Corporation member and a signatory of the Principles for Responsible Investment, reflecting their belief in the importance of an economically efficient and sustainable global financial system. With a focus on clarifying complex financial matters and delivering customized solutions, Baker Avenue aims to support clients in building a legacy and navigating through life's transitions.
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