Intelligent Design.
Purposeful Planning.

Wealth management requires both effective design and coordinated actions with a team of experts in investment consulting, tax mitigation, estate planning, insurance consulting and charitable planning.
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Who We Are

We’re a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research. We don’t want to fit into a box and operate within the framework of large investment firms.
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Personal Wealth Management

As our average client is already a millionaire, we employ strategies aimed appropriately as objectives shift from growing wealth to preserving wealth.

Business Wealth Management

Running a business means not only taking care of your clients and customers, it also means building a powerful team around you to help ensure top value and a strong legacy after you exit. In today’s rapidly changing, highly competitive marketplace attracting, developing and maintaining top talent has never been more challenging yet crucial for success.
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As Seen In

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3 Ways We Help Our Clients

Financial Planning

A full financial plan includes investment analysis, retirement planning, risk management, asset protection, tax planning, and estate planning.

Asset Management

We review your existing portfolio and provide an in-depth analysis of the allocation, asset quality, suitability, tax efficiency, and various risk characteristics.

Hourly Consulting

If your current situation does not require Financial Planning or Asset Management and you would like us to look at specific areas of your financial picture, we offer hourly consulting.

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Download our Brochure Here

Enter you name and email and receive a free copy of our brochure.

Discovery is seeing what everyone else has seen and thinking what nobody else has thought.

– Albert Szent-Gyorgyi

Destin Office
Main: 850-990-0618
Text: 850-367-0090
1234 Airport Road, Suite 121 Destin, FL 32541
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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