Table of Contents
In-House Tax Planning
Keep More of What You Earn
Impact Investing
Bridge Your Financial and Social Objectives
Alternative Investments
Understand What Your Alternatives Are
T
Integrated Wealth Management
Lifestyle, Growth, Legacy
Purpose. Passion. Performance.
That's our commitment to you.
"As a purpose-driven firm, our values are at the heart of everthing we do. What drives us are our commitment to excellence and building your trust. Our goal is to establish a long-term relationship with you and help you create an impactful life today and a lasting legacy."
- Simon Baker
"BakerAvenue is a high-performing organization, and we put our all into everything that we do. We also know that if we're not the best, we're going to challenge each other to be the best we can be each and every day to service our clients."
- Tom Ngo
Since 2004, clients have trusted BakerAvenue to help their families through life transitions.
As fiduciaries, our mission is to protect investors and maintain the integrity of the securities market. Our registered investment advisors have a fiduciary duty to you, and it is a moral and legal obligation to place your interests ahead of our own.
"
In-House Estate & Trust
Leave a Legacy That Lasts for Lifetimes
Concentrated Stock
Concentrate to Build Wealth,
Diversify to Preserve It
Concentrate to Build Wealth. Diversify to Preserve It.
Simon Baker Founder & CEO
Tom Ngo, CFP®
President
The BakerAvenue Difference
Our Unique Offerings
Management
Client Case Studies
See Our Difference
Real Estate
Maximize Your Investments
with Real Alternatives
Long-Term Investment Strategy
Growth & Protect