With a holistic approach that provides industry expertise and experience, Bay & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions that are based on what’s right for your unique needs – we’ll tailor an approach specific to managing your wealth and achieving your goals.
Retirement Planning
Your retirement plan should keep pace with your life. Our personalized advice goes beyond evaluating numbers to give you insightful retirement strategies based on our deep understanding of what truly matters to you. We spend time to help you clarify your goals and objectives then we create a comprehensive plan, which we will monitor to ensure it meets your evolving needs.
Tax Planning
Your tax situation typically gets more complicated as your wealth grows. Our holistic approach helps you create a financial plan that not only seeks to achieve your financial goals but can also be tax efficient - both now and in the future.
Investment Management
To get the best results from today's markets, it takes a mix of expert knowledge and agility. When it comes to building your wealth, IG Wealth Management selects best-in-class global asset managers based on a rigorous interview and skills assessment process. Our asset managers have access to programs that helps investors maintain optimal diversification among different asset classes and management styles based on your personal preferences and investment goals.
Insurance Planning
Insurance planning provides more than just a peace of mind and security. A well-constructed insurance plan can benefit your current financial situation and help reduce the chances of future financial challenges. Whether you own life insurance personally or in a professional corporation, you can use insurance to build your wealth through income strategies and tax advantages.
Estate Planning
Creating a lasting legacy requires careful planning. As someone who has worked hard to accumulate wealth, you have unique requirements and significant assets to manage. There's much you will need to consider when preparing a carefully structured estate plan to benefit the people and organizations you care about.
Business Succession
You've built your business to what it is today, and we can help you control what happens next. Ensuring minimal disruption of operations and a smooth transition for retiring owners are vital to business succession. Our team will guide you through the many moving parts you need to consider and help you understand their potential impact on your financial well-being.
Charitable Giving
It's rewarding to be in a position to help others in a significant way. Our team can help you develop a long-term strategic approach to charitable giving to build your legacy, maximize benefits, and encourage philanthropy across future generations.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.