BayView Private WealthAbout Us
BayView Private Wealth is a Financial Planning firm with offices 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 most beautiful things in this life cannot be seen or even touched, they have to be Experienced in the heart.
– Helen Keller
We’re a boutique financial planning firm that has the distinct ability to leverage multiple trading platforms, money managers, custom-designed investments, and research.
Our investment methodology is based on consistent analysis and logic, financial science and years of empirical evidence. BayView utilizes various software tools and technology to run reports, simulations, and perform scenario planning. With this confidence, we don’t have to waste time chasing the latest “great ideas.”.
BayView Private Wealth 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.
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.
Destin
Mark S Dutram
CPWA®, CFP®, AEP® - Wealth Advisor
Mark has more than 30 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.
Jonathan Slater
CFP® - Wealth Advisor
Jonathan has been a dedicated Wealth Advisor with BayView for over a decade, helping clients and their families to fully address their financial goals and needs.
Hannah Osborn
Client Relationship Manager
Hannah supports the advisory team through high-quality client service, building strong relationships and ensuring clients feel informed, supported, and valued at every stage of the planning process.
Gabriel Cook
Service Advisor
Gabriel supports clients and advisors in the financial planning process, helping ensure each client’s goals and needs are clearly understood and thoughtfully addressed.
Tampa / St. Petersburg
Chandler Dutram
Wealth Advisor
Chandler joined Bayview Private Wealth and launched its second branch office in the Tampa Bay Area. He graduated from Florida State University with a Bachelor of Science Degree in Finance and has been working with clients and families as a Wealth Advisor since May of 2018.
Mitch Mulcahy
Wealth Advisor
Mitch has been serving clients as a Wealth Advisor since 2020, after earning his Bachelor of Science degree in Finance from the University of Tampa.
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
Phone: Main & Text: 850-990-0618
Phone: Main & Text: 850-990-0618
St. Petersburg Office
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
Phone: Main & Text: 727-369-6151
Phone: Main & Text: 727-369-6151
Virtual/Zoom
Schedule: team@bayviewwealth.com
Email Us
team@bayviewwealth.com
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.
St. Petersburg Office
Main/Text: 727-369-6151
200 Central Ave, 4th Floor,
St. Petersburg, FL 33701
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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