Retire Your Way With a Dedicated Financial Advisor in Tampa Dream it, plan it, live it.

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.

Our Philosophy: Clients First. Always.

At Bayview, we operate under the fiduciary standard whenever we provide investment advisory services. This means that anytime we give advice or manage assets in our role as investment adviser representatives, we are legally obligated to act in your best interest.

We don’t believe in “one-size-fits-all” planning. Your goals, your values, and your financial landscape are unique. That’s why we take the time to deeply understand what matters most to you and design a personalized plan that reflects your life - not someone else’s template.

What Makes Us Different?

We don’t just talk about value - we deliver it, consistently.

Our ongoing service model ensures that you’re never left guessing or navigating your financial future alone. We provide:

  • Thoughtful follow-ups
  • Regular portfolio reviews
  • Clear market updates and commentary
  • Proactive strategy adjustments
  • Real guidance when you need it most

At Bayview, you aren’t handed a plan and forgotten. We walk alongside you, for life.

Comprehensive, Coordinated Wealth Management

Your financial life has many moving parts - and we believe they should all work together. We offer fully integrated, holistic planning that includes:

  • Investment Management
  • Retirement Income Planning
  • Insurance Strategy & Risk Management
  • Ongoing Financial Planning
  • Annuity & Commission-Based Planning When Appropriate

Our coordinated approach allows us to connect the dots, eliminate blind spots, and help you
make decisions with clarity and confidence.

For detailed tax and estate planning, we recommend working directly with a tax or estate professional to complement your overall tax and legacy plan.

A Relationship for Life

Your goals will evolve. Your family will grow. Markets will shift. Life will change - and your financial plan should change with it.

That’s why our commitment is long term. We’re not just here for today’s decisions, but for every chapter ahead. You deserve a team in your corner that understands you, advocates for you, and helps protect what you’ve worked so hard to build.

Your Future, Elevated

Choosing an advisor is choosing a partner who will help shape your future. At Bayview Wealth Management, we take that responsibility seriously. We are honored to serve as guides, educators, and preserver of the wealth our clients have entrusted to us.

When you work with us, you get more than financial advice - you gain a dedicated team who truly cares.

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.

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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.

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June 02

PLAN WELL, RETIRE WELL

4110 W Boy Scout Blvd.
Tampa, FL 33607

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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