WEALTH MANAGERS. UNTETHERED. COMMITTED.
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.
Compare Baseline Wealth Management with 3 companies in Investment-Management
| Comparison Field |
Baseline Wealth Managemen...Main Company |
Align ImpactView Profile |
AlvariumView Profile |
Atomic DataView 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
|
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