BayView Private WealthAbout Us

BayView Private Wealth is a Financial Planning firm located in Destin, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals.
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BayView Private Wealth is a Financial Planning firm located in Destin, 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, money managers, custom-designed investments 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, projections, 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.
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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.

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Jonathan Slater
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.

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Mary Richards

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,

More Than Just Business

What do we
Stand for?

At BayView Private Wealth we believe in proper portfolio structuring, transparency with our clients, and an academic understanding of how markets work. This time-tested approach has enabled us to build relationships based on trust and help deliver long-term results for our clients.
Prompt Response
Holistic Planning
Confidentiality
Quality Service
Transparency
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Who We Help

Your Business
Our Solution

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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.

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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.

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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.

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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
Virtual/Zoom
Schedule: info@bayviewwealth.com
Email Us
info@bayviewwealth.com
Call Us
Main: 850-990-0618
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.

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    Main: 850-990-0618
    Conf: 850-297-1837
    Fax: 850-852-0131
    1234 Airport Road, Suite 121 Destin, FL 32541
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    Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, 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 Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

    The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
    Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.

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

    © Copyright BayView Private Wealth 2021. All right reserved.