BayView Private Wealth

10/28/2026

The house always wins… but this time, so did everyone else!

Our Casino Night was a winning combination of great company, professional dealers, funny money, signature cocktails, delicious food, music, door prizes, and a spectacular sunset overlooking the Sound!

We prefer a thoughtful investment strategy over a roll of the dice, but we're always willing to bet on a great time with our clients!

Thank you to everyone who helped make the evening unforgettable! 🎰 🎲 ♠️

BAMA Casino Company - Casino Party Rentals Alabama

10/07/2026

Let's all wish the happiest of birthdays to the man, the myth, the legend - Mr. Mark Dutram! 60 is quite the accomplishment, and it's never looked better!

Mark is such a blessing to his family, his employees, his clients, his church - you name it. He never ceases to shine his light and his love on anyone and everyone.

To know Mark is to love him, and his BayView family certainly does. We can all attest to Mark's impact on each of our lives. Cheers to many more beautiful years.

09/21/2026

BayView took some time Saturday morning to participate in the Walton County beach cleanup at Seagrove! Giving back to our community is one of the core principles of our practice. We encourage locals and vacationers alike to keep our home pristine and our beaches beautiful. Living in paradise is a blessing every day!

08/14/2026

BayView is very pleased to announce we are sponsoring a team to play in Christie’s International Real Estate Emerald Coast’s ‘Live to Give’ Charity Golf Tournament! We're very excited to cheer on President Mark Dutram and Associate Advisor Gabriel Cook as they lead our four-man scramble.

One hundred percent of proceeds will benefit illumiNations, an alliance of Bible translation partners and resource partners working together to eradicate Bible poverty. Learn more about the illumiNations mission here: https://illuminations.bible/about/

This is a beautiful cause that speaks to BayView’s very heart and soul as a practice - to lead with faith. Spreading the word of Christ is a goal we have each and every day, and we are beyond proud to take part in this event!

07/17/2026

What is Talent Retention?

Talent retention refers to measures used to keep talented and skilled individuals within a business. Employee retention is critical to an organization's or business's success.

When it comes to Talent Retention, we specialize in:
Retirement plan design and implementation (401k's, Cash Balance plans, Profit Sharing contributions, SIMPLE IRA's, etc.)
Company benefits coordination
Insurance counseling
Employee benefits education

Want to learn more? Schedule a discovery call with us!
https://calendly.com/bayviewprivatewealth/discovery

06/17/2026

Retirement Planning can be a complicated process and it’s important to make sure that your hard-earned money is invested in a way that works with your life goals.

At BayView Private Wealth, we offer retirement counseling services for our clients, which include:

Life Planning for Retirement
Retirement Needs & Expenses
Roadblocks & Mistakes
401ks
… & much more!

Retirement planning is important considering it defines your sources of income and expenses, as well as your retirement budget, which is based on your specific plan.
Schedule a call with us today to learn more about how we can help you be prepared! 📲
https://calendly.com/bayviewprivatewealth/discovery...

Book a 30 minute discovery session with Mark Dutram, CPWA®, CFP®, AEP®Please call our office at (850) 990-0618 for additional availability.

06/03/2026

Boost your financial wellness by prioritizing financial planning. With savings rates at record highs, consider maximizing your Roth IRA contributions and conversions for future tax efficiency and growth. Embrace smart saving strategies today.

After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows.

05/28/2026

Navigating financial wellness starts with strong financial planning. Graduates, prioritize saving early to build a robust safety net. Embrace financial education for lasting wellness and a secure future.

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

05/13/2026

Optimize financial wellness with smart financial planning. Avoid credit card pitfalls to build credit effectively. Focus on sound debt management to prevent future financial strain and maintain healthy credit.

Discover common credit card mistakes young borrowers make and learn tips on how to use cards effectively for building credit.