BayView Private WealthAbout Us
BayView Private Wealth is a Financial Planning firm located in Destin and St. Petersburg, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals.
BayView Private Wealth is a Financial Planning firm located in Destin and St. Petersburg, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals. The firm also offers financial planning, retirement planning, estate planning, and tax planning to families, retirees, widow/widowers, entrepreneurs, and privately-held businesses based on their unique needs. We are primarily a fee-based team that prides itself on transparency and provides a distinctive, factor based, approach to asset management.
We’re a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, third-party money managers, custom-designed portfolios, and research.
Our investment methodology is based on systems analysis and logic, financial science and years of empirical evidence. BayView utilizes various software tools and technology to run various reports, simulations, and perform scenario planning. With this confidence, we don’t have to waste time chasing the latest “great ideas.”.
Helping Meet
Your Needs
BayView Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy.
Mark S Dutram
CPWA®, CFP®, AEP® - Wealth Advisor
Mark has more than 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.
Jonathan Slater
CFP® - Wealth Advisor
Jonathan joined our team in March of 2013 and meets with clients and their families to fully address their financial goals and needs.
Mary Richards
Client Relationship Manager
Mary joined our team in June 2021. After graduating from the University of Baltimore in 1989 with a Bachelor of Science Degree in Business Administration,
Chandler Dutram
Wealth Advisor
Chandler joined Bayview Private Wealth to launch a branch office in the Tampa Bay Area, working with families, business owners, and professionals to meet their financial, retirement, and investment planning needs.
Who We Help
Your Business
Our Solution
Business Owners
Running a business means not only taking care of your clients and customers, it also means building a powerful team around you. We work with founders, presidents, and CEOs of companies and help them develop strategies to better manage and protect their business.
Military Planning
Each member of our team has an affiliation with our military and so do many of our clients! This provides a passion for working with and helping those that serve our country with the benefits and services that are unique to them. It helps to have expertise in military benefits, which we pride ourselves on maintaining.
Women
We want to empower women with financial knowledge. We are proactively thinking about all aspects of your life. BayView Private Wealth’s purpose is to establish lasting relationships built on trust, make decisions based on sound financial principles, and produce long-term results for our clients.
Our Office
Get In Touch
Come and visit our office by appointment. Contact us to set up an in-person or virtual meeting.
Destin Office
1234 Airport Road, Suite 121, Destin FL 32541
St. Petersburg Office
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
Virtual/Zoom
Schedule: team@bayviewwealth.com
Email Us
team@bayviewwealth.com
Destin Office
Main: 850-990-0618
Text: 850-367-0090
Text: 850-367-0090
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
Text: 727-496-4963
Request a Call Back
If you’d like to talk to our consulting team, contact us via the form and we’ll get back to you shortly.
The most beautiful things in this life cannot be seen or even touched, they have to be Experienced in the heart.
– Helen Keller
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
Quick Links
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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