Bay Point Wealth is a registered investment adviser firm with offices in Annapolis and Stevensville, Maryland, and $467 million in assets under management (as of 9/30/24). For over 25 years, Bay Point Wealth has provided personalized, objective advice, fee-only financial planning, and investment management services to high-net-worth individuals and families. The firm currently has eight employees, including four advisors who specialize in working with successful families, business owners, corporate executives, medical professionals, surviving spouses, and individuals with special needs.

https://www.baypointwealth.com/

Bay Point Wealth

Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only Registered Investment Advisers. True fiduciary financial consultants who make objective and transparent financial recommendations. Call today to see how we can help manage and grow your wealth.

https://moderawealth.com/

Modera Wealth Management

Modera Wealth Management, LLC (Modera) has announced its acquisition of Bay Point Wealth, a registered investment adviser firm with offices in Annapolis and Stevensville, Maryland. This acquisition aims to leverage enhanced client capabilities and opportunities for growth, combining Modera's comprehensive wealth management services with Bay Point's personalized, objective advice, and fee-only financial planning.

Modera Wealth Management completes acquisition of Bay Point Wealth to enhance client capabilities and growth

Modera Wealth Management completes acquisition of Bay Point Wealth to enhance client capabilities and growth

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