Our Clients

As an independently operated firm, we uphold the fiduciary standard, always prioritizing our client's interests and providing a unique experience focused on your financial well-being.

At Bay Point Wealth, you'll benefit from a dedicated team of advisors who expertly address interconnected decisions involving investments, income tax, estate planning, risk management, and more. We go beyond conventional financial services, offering a sophisticated thought partnership that guides you through crucial financial decisions. While our clients seek to delegate tasks to reclaim personal time, they also desire an advisor who provides a thorough education on pertinent topics related to their financial journey.

Clients choose Bay Point Wealth because we manage their personal wealth with the same high standards and attention to detail, they apply to their businesses and careers. The foundation of our client relationships is built on trust, competence, and a shared commitment to managing and fostering long-term partnerships. Our thoughtful exploratory process ensures a strong advisory fit tailored to your unique needs.

Upon initial engagement, many of our clients have already achieved significant financial and professional success, with their careers still on an upward trajectory. We typically initiate advisory relationships when a client's investable assets reach at least $2 million. Exceptions to our minimum may be considered based on factors such as prospects for liquidity events or a client's savings trajectory. As clients continue to achieve new levels of wealth, we provide guidance to navigate changing financial circumstances and strategic considerations.

While we cater to a diverse clientele, our specialization lies in addressing the unique needs of business leaders and entrepreneurs. For business owners and their families, we excel in addressing all aspects concerning business continuity and succession planning. Partner with Bay Point Wealth for a comprehensive and tailored approach to your financial success.

Our specialized services cater to:

Business Owners

Business Owners

Our team understands the intricate financial landscape that business owners navigate. From managing cash flow, succession planning, and exit strategies, to optimizing tax structures, we craft comprehensive financial solutions that allow you to focus on growing your business.

Executives

Executives

For corporate executives juggling demanding careers, stock options, bonuses, and other compensation packages, we provide astute financial planning and investment management. Our goal is to optimize your wealth accumulation, tax efficiencies, and legacy planning so that your hard work translates into financial security.

Doctors

Doctors

Medical professionals often face unique financial challenges, including managing debt, protecting assets, and planning for retirement. Our holistic approach ensures that doctors can concentrate on their practice, knowing their personal and professional finances are secure and strategically aligned.

Surviving Spouses

Surviving Spouses

The loss of a spouse is a deeply emotional time, and dealing with financial matters can be overwhelming. We provide compassionate and comprehensive support, helping surviving spouses navigate estate settlement, benefit claims, and reestablishing financial stability.

Individuals Dealing with Special Needs

Individuals Dealing with Special Needs

Planning for a loved one with special needs requires a delicate balance. We specialize in creating tailored plans that address immediate and long-term care needs, government benefit optimization, and ensuring a secure financial future for your loved ones.

Families Requiring Multigenerational Planning

Families Requiring Multigenerational Planning

Multigenerational wealth planning is essential in ensuring that your legacy benefits future generations in the way you envision. We work with you to establish estate plans, trusts, and education savings strategies that reflect your family’s values and ambitions.