Bay Harbor Wealth Management
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
201 International Cir Ste 200, Hunt Vall...Phone Number
(410) 403-2060Website
www.bayharborwealth.comRevenue
<$5 MillionIndustry
About Bay Harbor Wealth Management
Bay Harbor Wealth Management offers comprehensive financial planning services, including investment management, retirement planning, and tax-efficient strategies, tailored for individuals, families, and business owners. The firm emphasizes a fiduciary commitment to prioritize clients' interests, ensuring integrity and transparency in its fee structure. With a collaborative team of experts and industry-leading technology, they provide customized solutions to help clients navigate financial milestones and build lasting legacies. Their services are designed for high-net-worth individuals, particularly those with a net worth exceeding $5 million.Explore more
Bay Harbor Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Bay Harbor Wealth Managem...
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
Bay Harbor Wealth Management Tech Stack
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Bay Harbor Wealth Management offers comprehensive financial planning services, including investment management, retirement planning, and tax-efficient strategies, tailored for individuals, families, and business owners. The firm emphasizes a fiduciary commitment to prioritize clients' interests, ensuring integrity and transparency in its fee struct... Read More
