Since 1999, our Exclusive Milkweed Sponsor Bay Point Wealth has provided comprehensive, fiduciary financial planning, investment, and tax advice in Annapolis and Anne Arundel County. Since that time, the firm has grown to serve clients throughout the United States, with office locations in Maryland, North Carolina, and Florida.
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 these aspects.
They also focus on 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 several local charities and causes, and each year the company celebrates Earth Day by inviting the community to take part in their Shred event. Bay Point Wealth provides a commercial shredding truck, and the public is invited to shred and recycle sensitive documents responsibly. Covid restrictions cancelled the event for 2021, but they hope to resume this fun annual event this 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 consultation, please call 410.626.8198 or visit https://info.baypointwealth.com/schedule-call.
Follow their weekly wealth management blog on Facebook or visit baypointwealth.com.