ABOUT US
Who Is Baseline Wealth Advisors?
I’m Gary Kay, founder of Baseline Wealth Advisors. I started this firm with a simple but powerful idea: families with significant wealth shouldn’t have to overpay for high-quality financial advice.
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With over 30 years in the industry, I’ve built and managed hedge fund portfolios, helped wealthy families with estate planning and life insurance planning, and served on the investment committee of a $4 billion multi-family office. My work has involved deep research into hedge funds, private credit, private real estate, and direct lending strategies—giving me a comprehensive understanding of both traditional and alternative investments.
That experience has shaped my view of what truly works for long-term wealth building. At Baseline, I’ve distilled those insights into a more effective, transparent approach:
well-diversified portfolios of low-cost ETFs, complemented by allocations to liquid, alternative income and defensive strategies. These strategies are designed to buffer market downdrafts, reduce portfolio volatility, play defense when needed, and still deliver competitive returns—without unnecessary complexity or cost.
I built this firm with someone like me in mind. I wanted a low-cost, tax-efficient investment strategy tailored to the level of risk my wife and I are comfortable with—something that helps us reach our goals without the layers of fees and friction common in the industry. The flat fee I charge is exactly what I’d be willing to pay myself.
I’ve also spent decades supporting clients by reviewing their advisors’ work, offering a second layer of insight and accountability. I’ve seen the industry from the inside—and I know there’s a better, more transparent way to serve clients.