Our ApproachFirst-Time Clients

As a first-time client you might be wondering what the client experience is like. First-time clients can expect an initial discovery meeting to dive into your financial goals and questions. After that, we have plan development, engagement, and implementation. We have regular follow-ups and reviews to ensure that we’re building a plan that aligns with you, your business, your family.
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Our Approach

First, we should probably talk about what we don’t do: we don’t make predictions or speculate about what the market is going to do next. We don’t claim to have a crystal ball or the ability to forecast the future. Instead, we rely on principles grounded in academic finance. Our approach avoids the risk of speculation and is based on solid theory and decades of empirical research.

We collaborate with local CPAs and Estate Attorneys to ensure that we are building comprehensive planning that addresses the most efficient tax and legacy policy for your family.

We Believe Capital
Markets Work

First and foremost, we believe capital markets work and ultimately reward investors for taking risk and providing capital. Thus, if a portfolio is properly structured — with an emphasis on diversification across a range of asset classes that are most appropriate for a person’s individual goals, time horizon and tolerance for risk — greater rewards can be achieved. We also believe our approach provides a better investment experience by focusing on what we can control, like costs and taxes.

Diversification and asset allocation do not guarantee against investment loss.

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We believe that Wealth Management is built
on trust and time-tested principles.

A financial advisor’s role is not just to deliver investment performance, but to build relationships based on trust. The best way to build trust is by helping clients make smart decisions about their money. Speculating about the future is not a smart decision. And making promises you can’t keep doesn’t build trust.

At BayView Private Wealth we believe in proper portfolio structuring, transparency with our clients, and an academic understanding of how markets work. This time-tested approach has enabled us to build relationships based on trust and deliver long-term results for our clients.

You cannot depend on your eyes when your Imagination is out of focus.

– Mark Twain

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.

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