"Wealth Management is not about the assets. It's about what we can empower people to do with their assets."
This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial service industry
BayView is a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research with a client-focused approach.
BayView Private Wealth is deeply focused on delivering a differentiated client experience and they have the ability to retain relationships as a result of those personal connections. From client education at the local college in Destin, Florida to serving veterans and active duty military to helping women to live financially fearless as a StrongHer Money Advisor Ambassador, Mark has a warrior spirit with a servant heart.
Make sure to listen to this awesome episode with Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth. We are grateful for his tremendous amount of insight and energy.
Join the conversation to hear about:
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.