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.