Making a DifferenceTechnology

New advances in technology have made it easier for us to help you achieve financial planning success. Here's a look at how we can do that.
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How Our
Technology Helps

BayView Private Wealth advisor Mark Dutram explains how we have embraced technology and how it makes it easier to help our clients. BayView is built on modifying client behavior and teaching clients how to be more successful in the financial planning space. The technology we use makes all of that easier.

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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 help 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.

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We Believe in Making
Smart Decisions With Our Client’s Money

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.

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