Services

Bayshore Asset Management, LLC, is dedicated to providing high-quality independent financial advice in every aspect of planning, implementation of prudent strategies, and client interaction. We abide by the most stringent ethical and professional standards, always placing our client's goals and best interests at the forefront of our priorities.

Rather than selling financial products, our services revolve around objective planning, rooted in leading academic research — with particular attention to our clients' personal attitudes toward risk, family matters, and all details we proactively discover during our relationship with each unique client.

In conjunction with this detail-oriented approach, we also strive to maintain a broad-based scope in providing solutions to clients. A key component of Bayshore's services is coordinating prudent investment plans with other key areas, including:

  • Cash Flow Management
  • Education Planning
  • Estate Tax Planning
  • Income Tax Planning
  • Retirement Planning
  • Risk Management
  • Wealth Preservation and Protection

We have substantial experience and expertise in managing for tax efficiency and apply our collective knowledge in executing optimal customized strategies. Beyond maximizing after-tax, risk-oriented market returns, we enhance the effectiveness of our planning through continuous coordination with other specialists (e.g., accountants, attorneys, insurance providers, etc.) who form part of an integrated team of advisors.

 

Bayshore Asset Management, LLC

Registered Investment Advisor
Designed by Artisan Media

Contact

355 Alhambra Circle, Suite 801
Coral Gables, Florida 33134
T: 786.888.9400 F: 786.888.8600

© 2012 Bayshore Asset Management, LLC
All rights reserved