Profile

Baker Street Advisors delivers customized wealth management solutions to financially successful
families and individuals. Simply put, we help our clients quantify what they have, calculate what
they need, chart the course between the two and ensure that they stay on path.

Since our founding in 2003, it has been our mission to deliver unbiased and independent advice, while building
client loyalty through trust, integrity and unsurpassed service. Baker Street’s team of seasoned investment, tax
and financial planning professionals provide customized, attentive service that is unsurpassed in the industry.
Our clients rely upon us to successfully navigate the range of financial challenges they face.

To meet the service needs of our clients, each client relationship is staffed by a partner and at least one member
of our client service team. On average, each of our partners has about 25 years of investment and wealth management
experience, while our senior client service professionals have, on average, more than 15 years of financial
service experience.

With each client, our work reflects our commitment to the principles of simplicity and clarity. Our adherence to
these principles has made Baker Street a recognized leader in the Bay Area wealth management community.