Who We Serve

Navigate Your Unique Circumstances

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 understand the unique challenges top business executives face including complex compensation plans, risk reduction, tax management, portfolio diversification, and sometimes access to exotic retirement saving options that call for expert advice. Financial planning for an executive is best addressed by a full-service team of professionals from the legal, accounting, insurance, and lending fields – as well as a financial advisor. Let OWM create your holistic financial roadmap.

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Retirees

Bay Street Wealth Partners knows 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, providing support across the finish line to allow for your lifestyle goals.

We have experience and close partnerships with professionals who can assist with wills, trusts, power of attorney situations, tax specialists, beneficiary designations, and more.

Bay Street Wealth Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Business Owners & Entrepreneurs

Bay Street Wealth Partners is here to be your partner in managing and preserving your wealth. We come from families that have lived the entrepreneurial life – from running a small family deli to managing a car rental business – we understand the long hours, sacrifices, and dedication it takes to succeed.

Our goal is to give you time back to keep your focus on your passion, your business, while we focus on our passion – the well-being of your finances today, and tomorrow.

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Independent Contractors

Bay Street Wealth Partners understands that while the freedom and perks of being your own boss has its advantages, being an independent contractor comes with its own set of financial obstacles.

Independent contractors need to ensure they choose the correct type of retirement savings plan, manage their financial risk appropriately by diversifying their investment portfolio, and ensuring that they set aside money each year for estimated and accumulated taxes.