SP

Simon Page

Chief Executive Officer

BakerAvenue Wealth Management

San Francisco, California


Contact Information

Email
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Company Information

Company
BakerAvenue Wealth Management
Industry
financial services
Employees
52.0
Seniority
C suite
Annual Revenue
10000000.0

Technologies

Salesforce DNSimple Outlook Microsoft Office 365 Hubspot Campaign Monitor reCAPTCHA DoubleClick Conversion Mobile Friendly Linkedin Marketing Solutions Nginx Google Tag Manager Google Font API DoubleClick Google Analytics Google Dynamic Remarketing Bootstrap Framework Vimeo

Keywords

tactical asset allocation asset management wealth management financial planning risk management estate planning tax planning philanthropy impact investing financial feminism family office investment strategies life planning legacy planning blue chip investment advisors estate trust dynamic core tactical fix income global income alternative investments market outlook concentrated stock multigeneration planning esg sustainable investments retirement planning family office services financial advisors concentrated stock strategies asset protection portfolio diversification charitable giving wealth preservation financial life planning tax-efficient strategies active portfolio management trust & estate planning comprehensive financial planning client retention investment management socially responsible investing holistic approach market analysis financial transition support lifestyle planning long-term financial goals wealth objectives financial stewardship investment philosophy real estate investing tax-loss harvesting diversification techniques impact management client-centric solutions financial education b corporation social impact investing investment advisory services retirement income planning sustainable investing charitable remainder trusts family governance financial risk assessment trustee services wealth education programs financial services law practice legal services real estate investments

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