Bay Point Wealth

Our mission is to integrate planning, investments, and taxes, with you at the center. The first step is understanding where you want your financial journey to take you. We use this foundation to build appropriate strategies, tailored to you.

We look at and integrate all aspects of your financial life, including your investments, taxes, insurance, and estate plan to provide advice in an unbiased, clear, and comprehensive manner.

In interactive meetings, we will show you how different factors affect your financial future. In real time you can see how spending, investment returns, savings, and other factors will affect your wealth.

Once you feel comfortable with your plan, we will design an investment portfolio that reaches your goals in a cost effective and tax efficient manner, maintaining as little risk as possible. 

Lastly, not only will we prepare your tax return, we will look for opportunities to minimize your tax burden and integrate your tax planning with your overall financial plan.

At Bay Point Wealth, you get comprehensive planning, investments, and taxes. Everything you need, all in one place.

 

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Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

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This Office

1990 Main St Ste 750 Sarasota, FL 34236-8000 Phone: (941) 388-8456 Fax: (443) 458-0944

Primary Office

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

Other Offices

1990 Main St Ste 750 Sarasota, FL 34236-8000 Phone: (941) 388-8456 Fax: (443) 458-0944
721 Melvin Ave Annapolis, MD 21401-1510 Phone: (443) 837-6704 Fax: (443) 458-0171