At Bay Street Capital Holdings, we are here to empower you on your investment journey and explore the possibilities your wealth can create. Your success is our success. Whether you're saving for retirement, a new car, the first purchase of your home, or on the road to financial security, you can be confident that we're on your side.
At Bay Street, we are confident in our ability to craft a comprehensive strategy tailored to your goals and deliver action and results. We ensure our recommendations are prudent and align with your interests and goals. The best part? We handle it all, so you don't have to. Once a plan is in place, we keep things in sync so that you can relax and fulfill the purpose you envision for your life.
We offer a complimentary one-on-one meeting with a member of our team to introduce ourselves and gain valuable insight into your story. This allows us to better comprehend your needs, set expectations, and explore ways in which we can assist you in achieving your goals.
If both parties agree to proceed with a second meeting, we create a financial plan examining income, expenses, assets, and liabilities. We assess the plan and determine whether it's advisable to continue collaborating. The cost for this session is $200, which will be applied as a credit towards future expenses if both parties choose to work together.
We present our personalized financial plan that factors in multiple market scenarios and our strategies that best align with your resources to reach your goals, regardless of market conditions.
Navigating your financial goals is no easy feat but with a plan in place, you can have the confidence to achieve the purpose you envision for your life, family, community, and beyond. Our comprehensive approach to financial planning is built around transparency and personalization.
Schedule a complimentary consultation with one of our advisors to learn more about Bay Street and how we can help you achieve your goals for your financial future.
Bay Street Capital Holdings is a subsidiary of Maridea Global Capital Management. Maridea refers to Maridea Global Capital Management and all of its subsidiaries and affiliates. Maridea Wealth Management LLC, a subsidiary, is a registered investment advisor and may also conduct business under the names of Huckleberry Capital Management and/or Bay Street Capital Holdings.
Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.