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Simplified planning for dynamic individuals

What Sets Us Apart?

With Bay Street Wealth Partners, our mission is designed for all clients to live to their maximum potential. We believe clients’ vision and goals are the foundation of our work. Our plans are designed with effective and efficient strategies for goal completion - effective: doing the right things, efficient: doing the right things well.
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Each client is unique. We take time to understand your goals – building wealth, planning for retirement, managing risk, or leaving a legacy – then integrate your priorities into a comprehensive plan.
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Who We Serve

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Executives

Bay Street Wealth Partners strives to be a reliable, trusted resource for business leaders with a busy schedule to outsource their financial and estate planning. We provide the expert advice to address the unique challenges our clients face.
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Recent Retirees

We know that as you approach retirement your needs get more complex. We are primed to assist those who have recently retired, as well as those within 5 to 10 years of retirement, supporting you as you cross the finish line and pursue your lifestyle goals.
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Business Owners

We come from families of small business owners, we understand what it takes to succeed. We want you to focus on your passion, your business, while we focus on our passion – driving our clients pursuit of their financial goals.
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Independent Contractors

Bay Street Wealth Partners provides custom planning options for independent minded, self-driven entrepreneurs with complex financial and tax situations.
    Prepare For Your Future
    Our time-tested approach helps you prepare for retirement at any age.
    $150,000
    The recommended savings for a 30 year old with an annual income of $150,000
    $800,000
    The recommended savings for a 45 year old with an annual income of $200,000
    $1,400,000
    The recommended savings for a 55 year old with an annual income of $200,000
    $2,000,000
    Your recommended savings for a 67 year old with an annual income of $200,000.
    Figures provided are hypothetical illustrations and are assumptions only. These do not take into consideration your specific situation or strategy. Your personal results will vary based on your unique inputs like age of retirement, life expectancy, market conditions, desired lifestyle, and other factors.