Baywood Private Wealth Management 

CONNECT

Address:

1600 W Hillsdale , Suite 102
San Mateo, CA 94402-1716

Phone:

(650)472-3037

Fax/Other:

(650)684-5880

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Baywood Private Wealth Management, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

While we have the knowledge to help a wide array of clients, we enjoy focusing our efforts on helping women in transition, such as a divorce or the loss of a spouse and individuals preparing for retirement.

Contact us today if you or someone you know would benefit from our services.