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.