The Bay West Group Inc. offers a unique team-based approach to growth, management and protection of wealth and financial risk mitigation for individuals and businesses. Our advice and solutions are shaped by each of our clients' needs and goals.
We set ourselves apart because we offer:
- Personalized service that results in total client confidence and trust.
- Full comprehensive consultation, comprising across-the-board reviews of client goals regarding retirement, investments, insurance, succession planning, tax and estate planning, and more.
- Detailed financial and insurance overviews, including reporting, meeting summaries, market analysis, recommendations, and financial "to-do" lists.
- We provide full transparency in all that we do by ensuring that our recommendations, rationale and fees are provided to our clients in writing.
- A true team approach to client's insurance and investment portoflios, from assessment through to program and service delivery and monitoring.
- Hands-on advisor-to-client insurance claim support.
- Our partners and associates are proven leaders in their respective fields.
Our clients are successful professionals and entrepreneurs who value our advice and direction.
We strive every day to have a positive impact on our client's lives. We endeavor to exceed their expectations by delivering outstanding wealth and risk management programs, services and advice.