Mission & Vision

Mission

We provide innovative, process oriented, professional services that will attempt to improve our clients lives with investments that are exclusive to Dimensional approved advisors, 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 client’s 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.

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Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
4476 Legendary Drive, Suite 201, Destin FL 32541 team@bayviewwealth.com
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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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