BakerAvenue Wealth Management
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Consulting • Financial Services • Asset Management + Discovery
Provides comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Develops customized portfolios, asset allocations, proposals, and financial plans; leads client meetings and onboarding; cultivates referrals through Fidelity, Schwab, and professional networks; prospects for new business and grows assets under management. Collaborates with investment committees and strategic partners while providing team leadership.
