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Confidential

HERMOSA BEACH, California

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Omega Wealth Management

Arlington, Virginia

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Wescott Financial

Harleysville, Pennsylvania

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Briaud Financial Advisors

College Station, Texas

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OLIO Financial Planning

Blacksburg, Virginia

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Wealth Associate
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the r


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