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. Building this very personalized relationship takes time and a holistic approach. Maintaining a boutique size firm allows a supportive and responsive connection with each of our families, who mean the world to us.

The client relationship is developed and enhanced throughout the year via communication, events, and financial services. The Service Continuum at BayView, shown below, has evolved to represent the myriad of activities and behind-the-scenes work provided year-round.

Clients that partner with BayView for Wealth Management services can benefit from the fact that we utilize 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 provide dynamic virtual services for new and existing clients via our online client portal “Fetch”. This service allows us to join clients 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.

Whether you are a prospective client looking to take a tour of our state-of-the-art client portal or an existing client who needs help linking your outside accounts, we can help. Schedule a time with Jonathan Slater, CFP® below.