Bayside Tax & Wealth provides unparalleled personalized investment and tax services to clients across Long Island, New York, and beyond. As your financial planners, we ensure that your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, and guide along your path to success.
One of the largest assets our clients typically have outside their homes is their retirement accounts. Start saving early and regularly with your companies 401k, 403b or other retirement plan and having $1,000,000 in the account at retirement is an attainable goal. The biggest mistake we see when looking at retirement accounts is the overall allocation.
One of the largest assets our clients typically have outside their homes is their retirement accounts. Start saving early and regularly with your companies 401k, 403b or other retirement plan and having $1,000,000 in the account at retirement is an attainable goal. The biggest mistake we see when looking at retirement accounts is the overall allocation.
Services
Bayside Tax & Wealth (BTW) is a fee-only financial planning practice that understands family. 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. Our goal is to take care of you, so that you can take care of your family.
Bayside Tax & Wealth was founded to provide an alternative to traditional investment firms. We provide three tiers of advisory services based on your needs - Bayside Tax & Wealth, Bayside Premier, and Great Hill Advisory's Family Office.
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.Are you thinking about adding a home extension for a nursery, planning a family vacation, or starting a college savings plan?
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.Are you thinking about adding a home extension for a nursery, planning a family vacation, or starting a college savings plan?
At Bayside Tax & Wealth, we operate on an annual retainer fee, with no additional commissions or investment fees. All services are included in the fee regardless of the amount of time spent with our clients. Qualifying clients of Bayside Tax & Wealth will have less than $1,000,000 in investable assets.
You are pulled in so many directions today you don't always have the time or energy to dig into your finances. Think of us as your financial specialist, giving you the answers to help speed your financial education. Having a good understanding of your income and expenses will allow you to protect against unforeseen expenses and make more opportunistic investments.
During this initial call we will discuss what is keeping you up at night, dig deeper into the questionnaire and discuss our wealth planning service and philosophy. During our get organized meeting we will introduce you to your personal wealth management website and our secure document tracking software.
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