Experience Makes all the difference
At Bayside Wealth Management we provide comprehensive financial planning to a select group of high net worth families and organizations that is independent, objective and customized to their goals. From that foundation we build a strategy designed to keep them on track. By asking insightful questions and listening, we help families navigate through significant financial milestones. Our frequent and consistent communication and attention, provides a sense of confidence and stability along the way.
Vangel Cotsis, CRPS®
James Edward Vicenzi, CFP®
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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207-791-5552