Build Your Personal WealthBusiness 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.

What Business Wealth Management Looks Like

In today’s rapidly changing, highly competitive marketplace attracting, developing and maintaining top talent has never been more challenging yet crucial for success.

BayView Private Wealth partners with business owners to help them design company benefits packages, talent retention plans, and eventual exit monetization plans to help ensure their business builds their personal wealth while contributing to their employees’ success as well. Our wide network of insurance providers, qualified plan vendors, and strategic planning professionals help us to effectively and powerfully increase their human capital and enterprise value to fulfill personal, career and business ambitions.
Talent Retention
  1. Retirement plan design and implementation (401k’s, Profit Sharing, SIMPLE IRA’s, etc.)
  2. Company benefits coordination
  3. Insurance counseling
  4. Employee benefits education
Succession Planning
  1. Successor preparation and readiness
  2. Key personnel development
  3. Legacy planning
  4. Deal structure design – tax implications and fulfilling intentions
  5. Maximizing and monetizing enterprise value
Cash Management
  1. Liquidity Planning
  2. Enhancing Returns through tax free funds
  3. Portfolio Lending – Revolving Lines of Credit
  4. FDIC Insured Money Market Accounts

Where your Treasure is, there your heart will be also. Mt 6:21

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

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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