Teams at BakerAvenue Wealth Management

Provides comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Builds long-term client relationships, grows assets under management through referrals and business development, develops customized investment strategies, and coordinates client onboarding. Leads client meetings, collaborates with investment committees and strategic partners, develops custodial referral channels, conducts advisor training, and provides team leadership.

Supports Wealth Advisors in delivering comprehensive wealth management, financial planning, portfolio strategy, investment recommendations, and client service for high-net-worth individuals and families. Responsibilities include assessing clients’ financial needs, developing customized portfolios and proposals, preparing for client meetings, tracking follow-up actions, coordinating schedules, and providing leadership and guidance to team members.

Provide comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Develop customized portfolios, asset allocations, proposals, and financial plans while collaborating with investment teams. Build long-term client relationships, grow assets under management through referrals and business development, cultivate Fidelity and Schwab referral channels, onboard new clients, and lead advisor training and meetings.