Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

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.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
Learn More
Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn More