Bay Point Wealth

Bay Point Wealth Management is an independent, fee-only financial advisory firm providing tailored wealth management services for affluent families and individuals. Our mission is to integrate planning, investment and taxes. Most importantly, with you at the center. We work with a limited number of families, providing guidance and counsel to assist them in achieving their important life goals. Bay Point Wealth (“Company”) is an SEC-registered investment adviser located in Annapolis, Maryland. Company and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s). To view Bay Point Wealth’s disclosure information please visit our website www.baypointwealth.com