ABOUT USMission & Vision

Every day is an opportunity to try and make our clients’ lives and the lives of those around us better.
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Mission

We provide innovative, process oriented, professional services that will attempt to improve clients’ lives with custom-designed investments, tax reduction strategies, improvements in their legacy planning, and risk management strategies to protect the people and the things that they care most about.

Through a client / advisor partnership, and our network of financial professionals, our mission is to make the personal, professional and financial lives of our clients better through education, behavioral coaching, guidance, and expertise in the various disciplines we practice.

Vision

Every day is an opportunity to try and make our clients’ lives and the lives of those around us better. Better:

Personally – Helping them move towards more meaning, purpose, dream building, peace of mind, and emotional well being

Professionally – Adding value to their career through clarity, goal achievement and succession planning

Financially – Striving for better Investment returns compared to their benchmarks, tax efficiency, debt reduction, increased income, goal achievement and asset protection through proper legacy planning.

Vision is the art of seeing what is invisible to others.

– Jonathan Swift

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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