Whether you’re just starting your career or are ready to retire, our Exclusive Milkweed Sponsor Bay Point Wealth is here to serve you. Located on the Broadneck Peninsula, this firm has been charting the financial road maps of Annapolitans and clients from around the country since 1999. Since that time, the firm has grown to open additional offices in Columbia, Maryland; Sarasota, Florida; and Asheville, North Carolina, and in 2020 merged with JSK Financial Services.
The company has always been committed to developing long-term client relationships based on mutual respect, exceptional advice, and high-quality personalized service. In 2020, they broadened their focus to truly integrate financial planning, investments, and taxes—with the understanding that painting a healthy financial picture combines all of these aspects.
They also honed in an important guiding principle — to always put their clients’ interests, needs, and goals first. They work on a fee-only basis, which means they are paid by their clients, not by commission-based products. Their aim is to always be transparent and upfront about costs, so there are no surprises to the client.
Bay Point Wealth’s commitment to people doesn’t stop at their clients. Their employees are involved with a number of local charities and causes, and each year the company celebrates Earth Day by inviting folks from the community to take part in their Shred event. Bay Point Wealth provides a huge commercial shredding truck, and the public is invited to shred and recycle sensitive documents responsibly. Although Covid restrictions have cancelled the event for 2021, they hope to resume this fun annual event next year.
Whether you’re looking for tax assistance or for help reaching your financial goals, Bay Point Wealth can help. Their advisors will always take the time to understand what’s important to you before making recommendations for your financial road map. If you’d like to schedule an initial video consultation, please call 410.626.8198 or visit https://info.baypointwealth.com/schedule-call.