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.
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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 development strategies 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.

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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
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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
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Cash Management
  1. Liquidity Planning
  2. Enhancing Returns through tax free funds
  3. Portfolio Lending

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

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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.

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