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Off the Bay Wealth

Off the Bay Wealth is a fee-only financial planning firm helping HVAC, plumbing, electrical, and other owner led businesses connect business financial management with personal wealth planning. We help business owners organize their financial picture, improve cash flow visibility, review margins, plan for taxes, prepare for future transitions or buyer due diligence, and build personal financial plans beyond the business.
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