Our Difference BakerAvenue's Specialized Services | Page 2

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


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®


The BakerAvenue Difference

Our Unique Offerings


Client Case Studies

See Our Difference

Real Estate

Maximize Your Investments

with Real Alternatives

Long-Term Investment Strategy

Growth & Protect