Remote Jobs at BakerAvenue Wealth Management

BakerAvenue Wealth Management

11 - 50 employees

Founded 2004

💸 Finance

👥 B2C

Finance • B2C

<BakerAvenue Wealth Management> is a wealth management and investment advisory firm that provides comprehensive financial planning, investment management, tax and estate planning, and family office services for individuals, families, and institutions. The firm emphasizes guiding clients through life transitions and offers specialized services including concentrated stock strategies, impact investing, alternative and real estate investments, and multigenerational planning. BakerAvenue positions itself as purpose-driven — certified B Corporation and PRI signatory — integrating sustainable and impact-focused investing into its client solutions while maintaining offices across multiple U. S. cities.