Our ProcessClient Bill of Rights

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Great relationships are based upon a mutual level of trust and managed expectations. The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at BayView Private Wealth.

– Mark Dutram

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Quality of Service

You are entitled to a level of service that generally exceeds expectations through proactive, courteous service from all associates at BayView Private Wealth.

Trusted Advisors

You have the right to work with a trustworthy, dependable, independent Advisor focused on your goals, hopes, and dreams. Your Advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy. At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.

Recommendations Based Upon Your Needs

You have the right to professional, independent, and sound advice based upon your defined needs, risk tolerances, and goals. Through holistic planning your needs are well defined and constantly monitored.

Confidentiality

You have the right to protection and confidentiality of your personal information that we obtain as your investment team.  We promise to protect your information. See our privacy policy for additional details.

Accuracy

You have the right to accurate reporting of all accounts. Your statements will identify all account positions held, cash receipts, and disbursements made through your accounts with us

Transparency

You have the right to a transparent relationship that clearly defines the costs for portfolio management, transactions, and advisory services. All communications from our team will strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

Prompt Response

You have the right to be communicated to in a timely manner and the right to a prompt response from our team. As your Trusted Advisor, we commit to returning calls by the end of each business day. Should you require additional research, our team will set a defined time frame to return your call.

Education

You have the right to continual education throughout our relationship. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your financial plan.

Excellent Service

You have the right to excellent service from all of our team members. Portfolio transactions will be processed in a timely manner and with prompt confirmation. All interactions with our team will be professionally handled.

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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
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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.

© Copyright BayView Private Wealth 2024. All rights reserved.