When people think of financial planning, they often focus on investing and managing wealth. But the mission of BayView Private Wealth involves not only helping families manage their wealth, but also encouraging investment into the local community.
“BayView Hope is our foundation dedicated to giving back to the betterment of our community,” said Mark Dutram CPWA®, CFP®, AEP®, founder of BayView Private Wealth. “Each year, we allocate a percentage of our profits to the foundation, which then distributes charitable gifts to nonprofits."
BayView Private Wealth also empowers clients to build their own legacy of giving. Many aspiring philanthropists want to make an impact but aren’t sure where to begin. That’s where Mark and his team step in, helping clients establish charitable foundations and endowments that align with their values.
“We guide our clients in setting up giving foundations, just like BayView Hope,” Mark explained. “Not only does this provide tax benefits, but more importantly, it creates a lasting legacy. I’ve seen it transform families—clients involve their children and grandchildren, challenging them to select charities that matter to them.”
Through BayView Hope and its clients’ charitable initiatives, the firm is creating a ripple effect of generosity through thoughtful giving and community support.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
“BayView Hope is our foundation dedicated to giving back to the betterment of our community,” said Mark Dutram.