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Off the Bay Wealth

Off the Bay Wealth is a fee-only financial planning firm helping business owners connect their business finances with their personal wealth. We provide financial planning for business owners that brings together business financial planning, business tax planning, cash flow planning, budgeting and forecasting, financial reporting, KPI analysis, profitability, and long-term financial strategy. We also help business owners build personal financial plans, build wealth outside their business, and prepare for future growth, transitions, or exit opportunities.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Kendall Maccagnan, CFP®, CPA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Tampa, FL 33616 Phone: +1 (813) 922-1124

Primary Office

Tampa, FL 33616 Phone: +1 (813) 922-1124