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:
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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, license, nor membership in any professional organization, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Bay Point is engaged, or continues to be engaged, to provide investment advisory services.
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.
If you’re looking for big picture financial advice from a team who will listen first, talk second, and remain ready to assist with every aspect of your financial life, you’re in the right place. Book a consultation with a Bay Point Wealth advisor to get started.