Broker Check

Finding Your Fit

Bayside Tax & Wealth is a fee-only financial planning practice that understands family needs and goals.

We are parents, siblings, grandchildren, and cousins. We help families, just like ours and yours, take control of their finances, and help position them for a bright financial future.

Client Centered

Our goal is to take care of you, so that you can take care of your family. We will be available when you are – in the evenings after you get your kids to bed, during your commute home from work, or in-between clients meetings or patient visits. Short of the overnight shift, consider us on-call. We're here to be your trusted advisor - to guide you towards financial independence - because we know that, during these uncertain times, you want one less thing to lose sleep about.

We provide trustworthy, unbiased financial advice to dedicated, hard-working people like you. We are passionate about our work and look forward to walk with you on your financial journey.

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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
Learn More
Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More