Through in-depth education, customized financial planning and undivided financial advisor attention, Bayntree Wealth Advisors will help you make the right financial decisions to put you in position to meet your income and wealth needs, and live comfortably in your retirement years. Bayntree Wealth Advisors provides comprehensive financial planning and wealth management in Scottsdale, AZ.
The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection. In addition to serving the financial needs of clients in greater Phoenix and Scottsdale areas, Bayntree Wealth Advisors also has offices in Peoria, Avondale, Oro Valley and Tucson.
The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection. In addition to serving the financial needs of clients in greater Phoenix and Scottsdale areas, Bayntree Wealth Advisors also has offices in Peoria, Avondale, Oro Valley and Tucson.
Services
At Bayntree Wealth Advisors, we believe in a holistic approach to addressing your financial needs. We are committed to building long-lasting relationships with our clients that extend beyond portfolio and investment management. Our unique planning approach allows us to create comprehensive financial solutions for our clients throughout all phases of life.
Bayntree Wealth Advisors Founder, Andrew Rafal, has served as an advisor to client families throughout Arizona and the U.S. for nearly 15 years. He was inspired to launch Bayntree Wealth Advisors in order to expand his team and better provide the level of service he desired for his clients. The primary goal of Bayntree is to help clients achieve financial security through strategies that seek to maximize the growth and preservation of wealth.
Through in-depth education, customized financial planning and undivided advisor attention, Bayntree Wealth Advisors will create a personalized retirement roadmap to help guide you to and through your retirement. Our goal is to help you make the right financial decisions to put you in a position to meet your income and wealth needs so you may live comfortably in your retirement years.
Whether you're a Retiree, Retiree To Be, Business Owner, Executive or Young Professional, Bayntree Wealth Advisors has you covered. We understand that various stages in life have different financial needs and require tailored solutions to meet your evolving goals and dreams. The Bayntree team will help you select the best options to meet your financial, investment and retirement goals for each phase of your life.
For those in retirement, financial decisions in this stage of life require very careful planning since the needs of retirees are distinctly different than in the wealth-building years. In this phase, the primary focus is preserving your wealth and ensuring that your income needs are fully met. Having a precise understanding of your current financial position and income needs is critical in this stage.
Reviews (3)
Jane T.
Apr 06, 2021
Report
One of the most sensitive areas for a female retiring is their money because you don't have a fallback in most cases I had signed with another company and I got a little skittish about it and I contacted Bayntree and Jon Michael Floyd really put me at ease about investing in Bayntree Jon
walked me through it showed me charts and potential growth and made me feel very comfortable about working with him and I would recommend him to anyone he's very professional and he really put me at ease because I had had nightmares with another company.. he sent me a money tree as a gift and it&apos
walked me through it showed me charts and potential growth and made me feel very comfortable about working with him and I would recommend him to anyone he's very professional and he really put me at ease because I had had nightmares with another company.. he sent me a money tree as a gift and it&apos
John Caylor
Jul 08, 2020
Report
We have been with Bayntree since 2009. They have managed our assets professionally, and we have been on a first name basis with their team since day one. They are hands-on personable. They have devised mechanisms to protect our assets during financial downturns and maximized returns during periods of financial growth. We wholeheartedly recommend Bayntree for retirees or near retirees to manage your assets.
Ca R.
Nov 14, 2017
Report
BAYNTREE Advisors ....Andrew Rafel (owner) is very quick and very willing to place your investments in a trust for you. There are many specific options for each investors needs. He will guide you to what he feels is good for your future investment planning. He does have pet investments that he will direct and advise, as all investment specialists do. There are other options out there, so do your homework. There are anniversary dates on trusts, where you (the investment owner) can rearrange your allocation percentages within each investment. You, as an owner may want to readjust the percentages
