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.
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The Client
Experience

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.

Virtual & Online
Access

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.

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
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.