Real estate investor who owned multiple rental properties and wanted to simplify his life. Came to BakerAvenue to discuss 1031 exchanges and how to set up a DST while bridging a QOZ to reduce tax exposure.
Client Since January 2023
Retired energy executive who was seeking comprehensive stock analysis, concentrated stock management, access to alternative investments, and an integrated wealth and investment approach.
Client Since February 2023
Tech executive who was underwhelmed with her current advisory firm. She wanted a local team to work with and was also impressed by our covered call "Up and Out" hedging strategy for her concetrated stock positions.
Client Since March 2023
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The descriptions above represent client profiles. The images are not actual clients.