Founded in 2010, Bay Area Wealth Management Group, LLC is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company provides comprehensive financial planning and discretionary investment management services to a clientele that includes high-net-worth individuals, families, trusts, estates, charitable organizations, and business entities. Their mission is to offer objective, personalized financial advice and build long-term client relationships based on trust and a fiduciary standard of care.

Founded in

United States