Bayside Tax & Wealth (BTW) is a fee-only financial planning practice helping  families take control of their finances to position themselves for a bright financial future. Sleeping well at night knowing they have a trusted advisor who is guiding them toward financial independence is exactly why we’re here.

Our goal is to take care of you while you take care of your family. We will be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients.  Short of the overnight shift, consider us on-call.

Providing trustworthy, unbiased financial advice to dedicated, hard-working people like you and our own families demonstrates our passion to walk with you on your financial journey.

Schedule a time to discuss how we can help get you onto the right path.

Corey Peterson

Learn More About Corey


Shaquana Nelson

Learn More About Shaquana