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Home > Financial Services > Accountants > Baker Street Advisors, LLC.
Baker Street Advisors, LLC.
Certified Public Accountants, are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA. CPAs are the only professionally licensed people to provide the public, attestation which includes auditing and opinions on financial statements. While CPAs are known by the general public in part for their tax expertise and for maintaining the accounts books of small organizations, they are uniquely educated for the attestation function discussed above.
Jeff Colin is the founder of Baker Street Advisors, LLC. and Partner in charge of the firm’s Family Wealth Management team. With over a decade of experience working with some of the nation’s wealthiest families, Jeff has built Baker Street Advisors as an independent wealth services firm whose sole purpose is to further the interests of its clients. Baker Street Advisors clients are not asked to give up existing advisory relationships instead, the firm works with their client’s existing relationships to recommend strategies that address their needs.
Baker Street Advisors team focuses on building a relationship with the client. They ask the right questions and listen hard to gain an understanding of their client’s goals and needs. They use what they learn to develop objective, highly customized solutions aimed at helping clients protect and grow their wealth, with a particular focus on maximizing after tax, after fees, risk adjusted returns.
Their client wealth should be managed as a CEO manages the assets of a company. Similarly, just as senior management thoroughly understands their company, so the wealth management team should understand the client completely. A successful wealth management plan should simplify the client’s life, not complicate it. An economical and reliable program is more likely to achieve success.
Baker Street Advisors, LLC. is independently owned and operated. Baker Street Advisors provides investment advisory services for your account. At Baker Street Advisors, LLC, their ultimate role is to help clients protect and grow their wealth, utilizing insightful tax strategy, intelligent trust and estate planning ideas, prudent diversification and stringent risk management.
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