Bay Harbor Wealth Management is a financial services firm dedicated to helping clients build, manage, and preserve their wealth. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. It offers a range of services including investment management, retirement planning, estate planning, and tax strategies, primarily for individuals, families, and trusts. The firm emphasizes a disciplined, long-term investment philosophy and personalized financial planning to help clients achieve their financial goals.

Founded in

United States