Our Story

We're Baywood Private Wealth Management, an independent wealth management firm led by a team with over 30 years of advisory experience in the financial services industry. We believe a streamlined and coordinated approach can help our clients work towards their overall goal of financial wellness.

Our mission is to ensure that they make decisions with their entire vision in focus, in both the short-term and long-term strategy. In all that we do, we want to see our clients' lives enriched by their decisions and to create a strong foundation that will help see them safely into their future.

 

A HUSBAND AND WIFE TEAM

Our advisors, Flor Santana and Mark Bernard, decided to start their practice together because they saw the benefit a husband and wife team can have for their clients. They both offer specialized skills and experience and they work collaboratively to address their client's' whole financial pictures.

They work with clients in all stages of life, domestic partnerships, married, single or other.   Our husband and wife team offers a comprehensive perspective to clients because they intimately understand their situations and understand both their personal and financial goals.

 

INDEPENDENCE

We are independent financial advisors, meaning we aren't tied to any proprietary products, services, or distributors. This autonomy creates an environment of objectivity in advising our clients. This independence, however, doesn't limit us from establishing strategic relationships with the most suitable professionals to help clients pursue their long-term planning objectives.

 

COMMUNITY SUPPORT

We are proud to serve our local San Mateo area. We believe in supporting our community and lending a helping hand to those in need and our outreach expands past the walls of our office. Our firm is proud to support a number of charitable and civic organizations, including SolMateo, StarVista, Mental Health Association and the San Mateo Health Foundation. 

 

Contact us today to learn more about how we can help you pursue your financial goals.