Baker Street Advisors

BAKER STREET ADVISORS

• Baker Street Advisors is one of the largest independent wealth management firms in California, providing comprehensive financial advisory services to high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities.

• The firm is known for its client-first, fiduciary approach, delivering customized financial solutions that emphasize simplicity, cost-effectiveness, and tax efficiency.

• The firm’s client offering spans asset allocation, investment management, financial and estate planning, tax strategy, philanthropic advisory, and family governance, positioning Baker Street Advisors as a trusted long-term partner for complex wealth needs.

CORE SERVICES

• Client Service – Baker Street Advisors delivers a high-touch client experience, with each client supported by at least two dedicated professionals who serve as a resource for all financial needs.

• Family Office Services – With decades of experience advising some of the nation’s wealthiest families, the firm offers comprehensive family office solutions, including multi-generational planning and governance.

• Investment Management – The firm provides institutional-quality investment advice, focusing on diversification, fee efficiency, and active management to optimize portfolios for long-term growth.

• Taxable Transition Management – Baker Street evaluates all portfolio changes on an after-tax basis, leveraging technical expertise to re-engineer existing portfolios and align them with index-based approaches while minimizing embedded capital gains.

• Wealth Planning – The firm collaborates closely with clients’ accountants, estate attorneys, and other advisors to ensure a fully integrated financial strategy that aligns with each client’s long-term objectives.