Here to HelpExisting Clients

We take pride in building trusted relationships with existing clients and watching you flourish, reach your goals, and make progress on the things that matter most to you.

Once identified, we can help our clients use the resources they have to provide the best life possible. You cannot put a value on that, and therefore it can never be commoditized. We cannot possibly build this type of relationship with a large number of clients, that’s why existing clients like you mean the world to us.

Clients that partner with Bayview for Wealth Management services have the peace of mind knowing that their wealth manager utilizes a network of experts on their behalf. This results in lower costs (time, energy, and money) for the client while often giving them cohesive and integrated planning, better customized investments and solutions, less breakdowns in communication, and more autonomies for clients to focus on what’s most important to them in living a meaningful life.

We offer virtual services for our new and existing clients as well via our online client portal Fetch. This service allows us to join you in a virtual meeting from anywhere in the world. From there, we are capable of reviewing performance, account activity, and investment holdings. Fetch also offers a “co-browse” option where the client and advisor can work together on the same screen, giving full visibility to any topics that need to be discussed in detail.

Trust is a huge part of the BayView way. We know helping clients make smart decisions about their money builds trust.

Wisdom is a God given skill to look into the future and see the reaping before the sowing. Yahweh-Nissi

Destin Office
Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
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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