KM
Kaitlin Mulrenin
Marketing And Communications Coordinator At Bay Point Wealth Management at Bay Point Wealth
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Work Experience
Marketing And Communications Coordinator At Bay Point Wealth Management
Jul 2015 - Present · 9 years and 5 months
mulrenin and associates
Administrative Assistant
2014 - 2015 · 1 years
Production Assistant
2013 - 2015 · 2 years
Company Details
11-50 Employees
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
Year Founded
1995
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
582 Bellerive Road Suite 4D Annapolis, Maryland 21409, US
Keywords
Wealth ManagementInvestment ManagementFinancial PlanningRetirement PlanningEstate PlanningTax and Gift Tax PlanningEducation PlanningCash Flow Planning & Debt ManagementRisk & Insurance ManagementBusiness Owner Services
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