• BayView Private Wealth

    4476 Legendary Dr. Ste 201
    Destin , FL 32541
    (850) 990-0618
    (850) 297-1837 (fax)

    About Us

    Bayview Private Wealth is a boutique wealth management firm in Destin Florida that works with a small group of families and business owners throughout the South East. We serve as the personal CFO for read more
    • About

      Bayview Private Wealth is a boutique wealth management firm in Destin Florida that works with a small group of families and business owners throughout the South East. We serve as the personal CFO for families with asset management, retirement and tax guidance, legacy planning, and philanthropic desires. We work with business owners to help with employee retention and benefits, tax guidance, and succession planning. We have successfully worked with families from diverse industries to implemented strategies to assist with various financial, professional, and personal ambitions.

      Our “family” culture allows us to build deep relationships and add significant value with proactive guidance and uncovering blind spots in our planning approach. Our customized technology allows us to tailor the client experience in everything from the statements we produce, the client portal interaction, to the phone app that provides easy access to client information. Our investment approach is grounded in economic theory and backed by decades of empirical research so we can illustrate how it is repeatable.

      Our team has the experience, credentials, tools, and passion to provide a meaningful difference in the lives of the families we serve. This allows our clients to focus on the things and the people that they most care about in life.

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    • Whom to Contact

      • Mark Dutram
        President
        4476 Legendary Dr. Ste 201
        Destin, FL 32541
        Phone: (850) 990-0618
      • Jonathan Slater
        Wealth Advisor