About Bayview Wealth Management
Bayview Wealth Management was built on a simple but powerful belief - clients deserve advisors who genuinely care, follow through on consultations, and place their interests above all else.
Founded by Andrew and Dino, Bayview was created to raise the standard of what financial guidance should look and feel like. After years in the industry, they witnessed firsthand how often investors were treated as numbers instead of people. Bayview was formed to be the opposite - a firm rooted in integrity, personal connection, disciplined planning, and lifelong partnership.
Andrew Rojas Co-Founder | Wealth Advisor
Dino Dziergas, RICP® Co-Founder | Wealth Advisor
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104 The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Insurance products are offered through the insurance business Bayview Wealth Management LLC. Bayview Wealth Management LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Bayview Wealth Management LLC are not subject to Investment Adviser requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Bayview Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Attend Our Upcoming Event
We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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