We View Things Differently
– From Your Perspective!

At Bay Point Wealth, our clients are at the center of our approach.

We’re committed to developing long-term relationships based on mutual respect, exceptional advice and high-quality, personalized service. Our primary purpose is to improve the lives of our clients and their families—many of whom we’ve had relationships with for over 20 years.

When Bay Point Wealth Management and JSK Financial Services merged in 2020, we had two objectives:

Build a firm that integrates financial planning, investments, and taxes—because we believe a healthy financial picture combines all of these aspects. Our team brings a breadth of expertise to the table in areas such as financial planning, investment portfolio management, taxes, accounting, and law, which gives us the unique ability to understand all aspects of our clients’ financial lives. Our licenses and degrees (CFP, CPA, CFA, JD, MBA, Series 7, and Series 6) along with our memberships (NAPFA, CFP, AICPA, MACPA, and NCPA) require many hours of continuing education each year, which always ensures we are up to date on the latest financial regulations and research.
Always put our clients’ interests, needs, and goals first. As a fee-only, fiduciary firm, putting your interests above our own is not just a legal requirement—it’s also the right thing to do. Our commitment to you is to provide advice that’s free from concerns about selling financial products. We work on a fee-only basis, which means we are paid by our clients, not by commission-based products. In addition, we are always upfront and transparent about your costs (and how we arrived at them) from day one.

We’re in this business to help you reach your financial goals. Our advisors will always take the time to understand what’s important to you before making recommendations for your financial road map. And, we keep the big picture in mind when planning and managing your finances.

What You Can Expect From Us

When you work with Bay Point Wealth you can expect to get objective, thoughtful advice for a fair price. Our investment services start at 1% of your assets under management, and will always include a financial plan and will take taxes into consideration. If you only need a plan or a tax return, we will give you an upfront estimate based on your unique situation. We know your needs will change over time, and we’re happy to answer your questions as they arise. We’ll never charge you for a phone call or email.

Let’s work toward your financial goals, together.

If you’re looking for big picture financial advice from a team who will listen first, talk second, and show up for every aspect of your financial life, you’re in the right place. Book a consultation with a Bay Point Wealth advisor to get started.