Define Your Own Financial Freedom.
Then make it your reality.
At BayBridge Capital Group, we believe that Financial Freedom means…exactly what you want it to. Whether it is your goal to purchase a new home, start a business, assess your readiness to retire, or invest more time in your personal endeavors, it is our goal to help you get there. We go beyond the basics by offering our clients the opportunity to strategize with CFP® and CFA® professionals for:
Financial Goal & Future Planning
Estate Review & Support
Tax Strategy & Planning
Personal Insurance Analysis
Curating Financial Strategies. Inspiring Peace of Mind.
Our comprehensive planning service allows us to partner with clients during each phase of life as they pursue, attain, and preserve their own personal version of Financial Freedom.
The path to Financial Freedom begins with identifying your personal financial objectives. BayBridge Capital Group offers our clients a customized financial portal with the ability to monitor all assets, liabilities, and vital documents in one convenient and secure location. Daily updates provide the ability to make fully informed decisions, while our “probability of success” analysis tools monitor your goals in real time and help you ‘stay the course’ toward your own version of Financial Freedom.
It has been said that “a goal without a plan is just a wish.” A custom-tailored plan will help you get started on the right foot and stay there. Our exclusive communication system monitors recommended tasks, provides reminders for optimizing the elements of your plan, and delivers personalized investment performance reports quarterly. Your comprehensive financial plan is reviewed with your advisor a minimum of twice per year, keeping you on track to turn your goals into reality.
Accomplishing your version of Financial Freedom can be both invigorating and intimidating. A strong financial plan, along with our continued partnership, provides the resources needed to ensure that you can enjoy the lifestyle you’ve worked so hard to achieve and the peace of mind that you deserve.
100% Client Focused. 0% Commission Driven.
As a fully independent advisory, we have taken great pride in structuring our firm to serve the best interest of our clients, first and foremost. For us, that means eliminating commission-based products, discarding antiquated sales quotas, and designing a customized fee schedule that works well for our clients during each stage of their financial journey.