What is BakerAvenue Wealth Management?
BakerAvenue Wealth Management is a Registered Independent Advisor (RIA) specializing in comprehensive wealth and investment services. Focused on guiding clients through life’s many transitions—whether that’s sharing a legacy, launching a new business, supporting a worthy cause, or making a career change—BakerAvenue offers tailored financial planning, tax advisory, and impact investing solutions. Their approach blends expertise in concentrated stock strategies, ESG principles, and trust & estate planning, all while emphasizing long-term growth and legacy building.
Main Benefits of Partnering with BakerAvenue
Clients benefit from a wealth of knowledge and personalized strategies designed to maximize financial outcomes. Key highlights include:
- B Corp score of 99.3, reflecting strong commitment to sustainability and social responsibility
- Access to a team of experts with elite IRS Enrolled Agent credentials
- Comprehensive tax advisory services, including tax-loss harvesting and estate tax strategies
- Integration of impact investing and philanthropy aligned with client values
- Customized retirement planning, including maximizing tax-deductible contributions and tax-free income strategies
- Expertise in navigating complex tax codes and probate processes
Tax Planning Expertise That Makes a Difference
Tax planning at BakerAvenue goes beyond the basics. Their experts help clients navigate the complexities of the US tax code with strategies like maximizing retirement contributions, planning for tax-free income during retirement, and using “gap years” to optimize tax outcomes. They also specialize in tax-efficient ways to sell investment properties and diversify concentrated stock portfolios. The goal? To minimize tax liabilities while aligning with long-term financial goals.
Impact Investing and Purpose-Driven Wealth Management
BakerAvenue isn’t just about growing wealth—they’re about creating meaningful impact. As a certified B Corporation and signatory of the Principles for Responsible Investment (PRI), they integrate ESG factors into portfolio management. This purpose-driven approach ensures clients’ investments support sustainable, economically efficient systems that foster long-term value creation. It’s wealth management with a conscience, designed to align financial success with positive societal outcomes.
Trusted Advisors with Elite Credentials
The firm’s Enrolled Agents hold the highest tax credential awarded by the IRS, bringing experience from Big 4 accounting firms, law firms, and banking. This elite expertise ensures that advice is not only timely but also tailored to each client’s unique circumstances. Whether it’s navigating complex tax regulations or estate planning, BakerAvenue’s team is equipped to provide clarity and confidence throughout every financial decision.
Project Impact: Supporting Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through responsible investing
- SDG 10: Reduced Inequalities – supporting equitable wealth distribution and philanthropy
- SDG 12: Responsible Consumption and Production – integrating ESG principles into investment strategies
- SDG 13: Climate Action – aligning portfolios with sustainability and environmental responsibility
- SDG 17: Partnerships for the Goals – collaborating with global organizations to foster sustainable financial systems
Comprehensive Resources and Thought Leadership
BakerAvenue offers a rich library of white papers and guides to empower clients with knowledge. Topics range from “Your 2024 Comprehensive Tax Planning Guide” to “The Complete Guide to Tax Strategies for ISOs and AMT Optimization.” These resources reflect the firm’s commitment to transparency and education, helping clients stay informed about the latest strategies in tax planning, retirement, and impact investing. It’s about making complex financial concepts accessible and actionable.
