Financial Services

BayView Private Wealth is a Financial Planning firm located in Destin, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance.

We help families nearing retirement or already retired, create a personalized and comprehensive financial strategy to help meet their retirement goals and needs. Our services include: Income planning-creating a lifetime income stream for you and your spouse, if married. Investment Planning-we dev

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

As a Fiduciary, I help educate clients on retirement planning, investment strategies and proper asset allocation for their individual portfolio objectives. While keeping their best interests the top priority.

A High Powered Mortgage Company with a hometown feel. Experience Excellence with the Frank Bennett Team of Professionals! We can't wait to meet you!

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals and your time frame.

Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

We teach people how money works, because we believe a solid financial knowledge foundation is the key to making healthy money choices.