"The history of the markets, respective to relationships of equities, treasury bonds, and commodities combined, provide great lessons to embrace. Appreciation is a function of preservation, not speculation..."

Thomas R. Campi, Jr., Certified Financial Plannertm Professional

Managing Principal of Bay Wealth Retirement & Family Advisory, LLC

 
 

2010 Overview Presentation

Personal Investment Policy (coming soon)

 

REGULATORY AND DISCLAIMER INFORMATION

Bay Wealth Retirement & Family Advisory, LLC (“Bay Wealth”) is a Registered Investment Adviser in the State of Maryland. Bay Wealth is not rendering or offering to render personalized investment advice or financial planning advice through this media. This media is limited to the dissemination of general information on the adviser's service offerings and provides for an efficient mechanism in which a prospective client may contact Bay Wealth.

Advice may only be rendered after the delivery of a disclosure statement (FORM ADV) and the execution of an Investment Advisory Agreement by the Client and the Advisor, and the initial payment of the planning fee or investment advisory fee by the Client to the Advisor.   CRD #119694

Past performance and historic figures NEVER guarantee future results. The information set forth herein was obtained from sources which we believe to be reliable, but we do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation by us of the purchase or sale of securities or commodities.

Accounts carried by National Financial Services, LLC, or Fidelity Brokerage Services, LLC Members: NYSE/SIPC.

 
© 2010 Copyright Bay Wealth Retirement & Family Advisory, LLC