BayView Private Wealth

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.

05/10/2026

Happy Mother's Day to all the incredible moms and mother figures — your love, strength, and kindness make the world brighter.

05/05/2026

We take pride being part of this community and are honored to serve the needs of people who sacrificed for our great country. BayView Private Wealth is proud to offer financial planning for aerospace and defense workers employed by companies like Boeing, Lockheed Martin, Northrop Grumman, and the U.S. Department of Defense, to name a few.
Learn more about our financial planning services exclusively for military, aerospace, and defense workers in the Destin area: https://bayviewwealth.com/military-wealth-management/

04/29/2026

We had the most spectacular time on Saturday hosting BayView's first Pickleball Classic! Congratulations to champions Al Greenup and Ted Love. Thank you to Emerald Coast Tennis for use of their gorgeous courts, and an OVERWHELMING thank you to Kevin and Terri Guy who coached our squad! Let us know if y'all want another Classic in the works😎

04/23/2026

Embrace financial wellness by mastering what you don't know. Evergreen financial planning requires professionals who transform uncertainties into clear paths.

"Knowing what you don't know" is one of the most powerful ways to navigate your learning. Discover how to overcome unconscious incompetence and turn your failures into a compass.