We know how important it is to listen and hear your perspective. We do our best to put ourselves in your shoes and understand what is important to you. We feel it is essential to building a long-lasting relationship of trust and mutual respect. We choose (and have since our founding) to hold our firm to the fiduciary standard, which means we are legally and ethically required to put your best interest first, even above our own. We're committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost, free from concerns about our own commissions for selling you financial products. We ensure accuracy and are up to date on the latest news and research. In fact, as members of NAPFA, we are required to have 30 more annual hours of Continuing Education than many other advisory firms and as CPAs, we are required to have 40 hours of accounting and tax education a year, as well. Our investment services are fee-only, and we will always provide you with an upfront estimate for other services. Bay Point Wealth was created with a vision of building long-term relationships based on trust and high-quality service. We know how hard it is to get new clients and build trust with people, so we deeply value our relationship with our current clients. We pride ourselves on picking up the phone, answering emails and taking the time to listen to you.