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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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
Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
1234 Airport Road, Suite 121 Destin, FL 32541

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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