Our Difference BakerAvenue's Specialized Services | Page 5

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.

Maximize the impact and growth of

your investments

Manage today and plan for the future

Establish and protect your legacy


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