SERVICES

Bayside Tax & Wealth was founded to provide an alternative to traditional investment firms. We are better able to help our clients reach their goals and increase their net worth by:

providing holistic advice to our clients,
incorporating income tax planning to their overall long term planning, and
managing investments.

We provide three tiers of advisory services based on your needs - Bayside Tax & Wealth, Bayside Premier, and Great Hill Advisory's Family Office.

Just Starting Out

Whether you're single or married, you want to start your finances off on the right foot.

Bayside Tax & Wealth will work with you to determine how much you should save for retirement, advise you on how to build your credit, how to buy a first home, and adjust your withholding so there are no surprises at tax time.

Family Time

Are you thinking about adding a home extension for a nursery, planning a family vacation, or starting a college savings plan?

As your family grows Bayside Premier can help prioritize where your dollars should be spent and help reduce unnecessary expenses.

Entrepeneurers

Starting a business can be exciting and nerve racking at the same time.

Building your own company can lead to a very comfortable life, unless things go astray at home. Bayside Tax & Wealth will make sure that finances at home are maintained so that you can build your dream.

Retirement Planning

All that hard work has paid off, and it's time for some serious cash flow planning.

Losing a paycheck doesn't necessarily mean that your whole lifestyle has to change. Getting started with retirement planning a few years in advance of retirement can make a significant difference. Services included as a Bayside Premier client can free up your time to enjoy retirement.

Estate Planning

Retirement is going well and you're thinking of the next generation.

Once you have established a routine during retirement, and if you're in the position to help, Great Hill Advisory's Family Office can provide a different perspective to estate planning. We'll review your current estate plan, rebalance your investments to reduce fees and maximize any inheritance you want to leave to your family.