Bay Point Wealth

You want to grow your wealth based on personalized financial advice, not give your money away to an advisor for simply selling you a product. That’s why you need to understand the difference between fee-only and commission-based wealth management. When you work ...

Choosing a firm to manage your wealth takes careful consideration. You need a financial advisor who will strive to understand your goals, and act in your best interest. Before you hire an advisor, take some time to learn about the wealth management process, and ...

When you decide you’re ready to work with a financial advisor, it’s important to find the right fit for you based on your unique situation. Many firms specialize in certain areas, such as asset management or wealth management; their services differ in many ways. ...

Financial planning can sometimes seem like an overwhelming process, but you can make it more straightforward—and effective—by taking a goals-based approach to wealth management, either on your own or with a financial advisor. Goals-based (or ...

You want to hold onto as much of your wealth as possible—but you know that’s easier said than done, especially when it comes to taxes. One way to save money at tax time that doesn’t require you to constantly track your expenses is by using tax-efficient ...

Trusting someone to manage your money is a big decision. You need to know that your wealth is in good hands, and that whoever you choose to look after it is not only knowledgeable in their field, but will act with your best interests in mind. That’s why it’s ...