Port Washington Chamber of Commerce Supporters

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First, thank you for visiting our website and learning more about your local wealth management options.  We're proud supporters of the Port Washington Chamber of Commerce and local businesses.

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Bayside Tax and Wealth specializes in helping families meet their financial goals by providing proactive income tax, investment and financial planning advice.  We find clients that take advantage of our one stop shop for all their financial needs allows them to sleep better at night knowing all aspects of their financial life are being watched over and coordinated in unison.

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Our services include:

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• Investment Management and multi-account asset allocation

• Income tax projections and preparation

• Insurance reviews and recommendations

• Education planning and projections

• Estate Plan reviews and recommendations

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As a fee-only Registered Investment Advisor we charge an annual retainer fee for the services listed above.

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We do not charge separate fee's for:

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• Investment management

• Income tax preparation

• Legal document reviews

• One off planning projections

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Also: 

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• We do not sell any insurance products

• We do not draft legal documents

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Please feel free to reach out any time if we can be of assistance.

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