The BakerAvenue Difference
Our in-house investment, tax, and estate planning specialists allow for integrated wealth management, so we can help you navigate through any of life’s transitions in an unparalleled and cohesive approach.
Concentrated
Stock Strategies
Strategic diversification
Advice on exercising options
Active hedging & protective puts
Premier Access to
Alternative Investments
Counterweight to traditional assets
Diversify portfolio
Hedge against inflation
In-House Strategic Tax Planning
Active tax-loss harvesting
Planning for tax-free income in retirement
Tax benefits through giving strategies
Impact Investing
Bridge financial & social objectives
Adopt specific impact initiatives
Monitor effectiveness
Real Estate Advisory
Selling investment properties
Interest rates & refinancing
Property valuation & analysis
In-House Trust &
Estate Planning
Determine beneficiaries
& distributions
Pass wealth to heirs
Maximize lifetime exemption