At BayBridge Capital Group, we believe that integrated planning yields the best results. We regularly coordinate with an extensive network of trusted professionals such as estate planning attorneys, CPAs, mortgage and insurance consultants.
Efficient, unified decision-making allows us to create advantageous plans that address our clients’ overall financial objectives. These extended relationships are essential to fulfilling our mission of providing holistic wealth management solutions for the individuals, families, and businesses we serve.
Safekeeping your assets today and for generations to come.
Trusts can play an important role in your overall financial plan, and you should feel confident that your trust is executed how you envisioned it.
That’s why we have connected with Daniel Newbold, J.D, LL.M., a local estate planning attorney with Donahue Fitgerald Attorneys, to help you with the creation of trust documents. Through this partnership, you can receive a full range of trust solutions while maintaining the relationship and investment advice you have built with BayBridge Capital Group.
Whether you are in need of a corporate trustee today, or are making provisions in your will for a future trustee to manage your assets, Daniel brings independence and security to those he serves.
The best outcomes for our clients result from strategic, proactive and timely tax planning.
At BayBridge Capital Group, we integrate our tax planning services with your financial plan to provide solutions that help you minimize the taxes you owe.
In addition, we have connected with Tiara Raibley, CPA, MST, a local accountant with Your CPA Corner, who can assist you with additional tax services such as annual return filings, business filings and additional tax consulting.
Real estate financing that is seamlessly and effortlessly integrated with your financial plan.
At BayBridge Capital Group, we integrate debt management with your financial plan to provide solutions that help you manage and maximize your use of debt.
We have connected with Karen Douglas, a local mortgage consultant with Stonecastle Land and Home Financial, Inc., who can assist you with real estate financing and refinancing.
Smart, Collaborative Partnerships that Work
BayBridge Capital Group is always seeking to forge new relationships with other quality industry professionals so that we can continue to offer a full complement of value-added services to our clients. Please contact us to learn more about our Industry Partners program.