Bay Point Wealth

A Continuous Journey Towards Your Financial Goals

At Bay Point Wealth, we begin by embracing our role as fiduciary advisors, committed to acting in your best interest and nurturing the long-term health of your finances. Engaging in candid conversations, we empower you to make informed decisions and collaboratively create a robust financial plan. As partners in your financial journey, we go beyond conventional services, offering thought partnerships in investments, income tax, estate planning, risk management, and more. With a foundation of trust, competence, and commitment, we manage personal wealth with high standards. We believe that financial planning is not a one-time event but an ongoing process of adapting to changes in your life and the financial environment.

Whether you’re taking the first steps in financial planning or seeking a partner to navigate the complexities that wealth brings, our team is ready to embark on the journey with you. For more information or to schedule a free, no-obligation consultation, contact us at 410-626-8198 or visit


Advisors at Other Firm Offices


Primary Office

582 Bellerive Rd Ste 4D Annapolis, MD 21409-4611 Phone: (410) 626-8198 Fax: (410) 626-8199

Other Offices

360 Central Ave. Suite 800 St. Petersburg, FL 33701 Phone: (877) 626-8198
409 Love Point Road Stevensville, MD 21666 Phone: (877) 626-8198
1990 Main St Ste 750 Sarasota, FL 34236-8000 Phone: (877) 626-8198