Baseline Wealth Management

Baseline Wealth Management

Investment-Management

Company Tagline

WEALTH MANAGERS. UNTETHERED. COMMITTED.

Industry Category
Investment-Management
Company Description

Baseline Wealth Management is a premier independent wealth management firm committed to providing comprehensive financial solutions. Specializing in asset management, financial planning, and accounting services, Baseline Wealth Management delivers tailored strategies to meet the unique needs of each client. With a focus on building long-term relationships, Baseline Wealth Management ensures personalized service and expert guidance in navigating the complexities of wealth management.

Operating from its primary office at Rue du Rhône 67, Geneva, 1204, CH, and with an additional location at Lindenstrasse 20, Zurich, 8008, CH, Baseline Wealth Management leverages its extensive network and industry expertise to offer a full suite of services. As a registered investment advisor with the SEC, Baseline Wealth Management adheres to the highest standards of compliance and professionalism, providing clients with confidence and peace of mind.

Baseline Wealth Management is dedicated to helping clients achieve their financial goals through strategic investment and proactive management. The firm’s commitment to excellence and client satisfaction makes Baseline Wealth Management a trusted partner in wealth creation and preservation. We invite the manager of Baseline Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility.

Key Personnel / Employees
Michael Pellman Rowland Lara Oliveira Eddy Barea Julie Mouton-Arnold

Compare Companies Side by Side

Compare Baseline Wealth Management with 3 companies in Investment-Management

4 Companies
Comparison Field
Baseline Wealth Management
Baseline Wealth Managemen...
Main Company
Align Impact
Align Impact
View Profile
Atomic Data
Atomic Data
View Profile
Founded Year
2014 2018 2001
Company Size
11-50 51-200 201-500
City
Denver, Colorado Auckland, Auckland Minneapolis, Minnesota
Country
United States New Zealand United States
Skills & Keywords Comparing with main company
11 Total Skills
Wealth Management Asset Management Financial Planning Investment Advisor Private Banking Financial Services SEC Registered Impact Investing Swiss private banking for US clients Fully Independent Sports & Entertainment
4 Total 1 Common 3 Unique
Match 9%
Common Skills:
Financial Planning
Unique Skills:
Due Diligence Legacy Planning Philanthropy
11 Total 11 Unique
Unique Skills:
Asset Consulting Community Housing Direct Invesments Ethical Investing Independent Financial Advice Individually Managed Accounts +5
17 Total 1 Common 16 Unique
Match 9%
Common Skills:
Financial Services
Unique Skills:
24x7 End-User Support 24x7 Network Monitoring AI & Automation Backup & Disaster Recovery Colocation Cybersecurity +10
4
Total Companies
2001
Oldest Founded
2
Countries
41
Unique Skills

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Alternative Company Names

This company is also known as

Baseline Wealth Management 基线财富管理 बेसलाइन वेल्थ मैनेजमेंट إدارة الثروات الأساسية Бейслайн Управление Благосостоянием