Private Wealth Management
Private Wealth Management by BayRock
Independent Investment Advice
Powered by Purpose – instead of sales commissions.
Introducing BayRock Private Wealth Management
- We don’t chase the market.
- BayRock advisors don’t work on commissions.
- Decisions about your money are based on our strong and steady commitment to holistic planning.
- We always keep your best interests at heart.
From saving for retirement, allocating your investment portfolio, or keeping your family in the know, BayRock delivers Smarter Strategies and Better Results.
BayRock Private Wealth Management
Partner with a personal BayRock advisor
You Talk. We Listen
We start by getting to know you.
We identify What Matters Most – to you.
BayRock Advisors use our best thinking and innovative technology to build your custom blueprint.
You approve the plan.
We put it into action.
BayRock keeps an eye on your progress
- We’ll review your investment portfolio quarterly and rebalance as needed.
- You can always see your progress online.
- Connect with a BayRock advisor by phone, email or video chat.
- Whenever you have any questions or want to make changes to your plan.
Independent Advice & Planning
BayRock helps you coordinate all your assets so they work in harmony.
- And in your best interests
- Tax Mitigation
- Retirement Income
- Social Security Maximization
- Estate Planning
- Business strategies
- Charitable giving
Your Family Fiduciary
- BayRock will create a holistic blueprint that makes sense for you and your family.
- We work with specialists in specific disciplines.
- We build a team of world-class specialists
- BayRock puts it all together
- As your advisory team we deliver Smarter Strategies and Better Results
- That’s exactly what you get with BayRock Private Wealth Management
Lower Advisory Fees and Greater Tax Mitigation
- Because BayRock is independent, most clients coming from Wall Street will save 25% or more on Advisory Fees.
- BayRock works with your CPA to maximize your tax savings so you can keep more of your money.
Meeting Information: Private Wealth Management
Choose the most convenient meeting method for you.
Zoom
5000 Gulf Freeway Houston 77023
Receive call
Somewhere else
What is the purpose for our time together?
I am a current client, wanting to review my Private Wealth Management Plan.
I am a prospective client interested in learning more about BayRock Private Wealth Management.
I am a professional Financial Advisor wanting to learn more about working with BayRock offers Private Wealth Management for individual investors, families, and business owners.
Private Wealth Management Concerns
My Private Wealth Management plan is clear, up to date, and not a concern at this time.
I’d like to know more about BayRock Private Wealth Management.
I’d like to know more about working with BayRock to create a Private Wealth Management “Blueprint” to help guide my future financial decisions.
I’d like to know more about how BayRock can work with my current Advisory team to design Smarter Strategies and Better Results in my Private Wealth Management Plan.
I’m a professional Advisor and I want to know more about working with BayRock to deliver Smarter Strategies and Better Results for my current clients and prospective clients.
Investment Planning Concerns
My Investment Plan is up to date and I’m comfortable with the level of risk (and opportunity) in my investment plan. No Concerns at this time.
I’m concerned about the amount of risk I have in my current investment portfolio.
I’m concerned about the returns of my current portfolio and I want to discuss a more appropriate investment asset allocation moving forward.
I am a professional Advisor wanting to help a current client or prospective client gain more clarity and confidence in their investment plan.
Retirement Planning
Choose the most convenient meeting method for you.
Zoom
5000 Gulf Freeway Houston 77023
Receive call
Somewhere else
What is the purpose for our time together?
I am a current client, wanting to review my Retirement Plan.
I am a prospective client interested in learning more about BayRockRetirement Planning.
I am a professional Financial Advisor wanting to learn more about working with BayRock Retirement Planning for individual investors, families, and business owners.
Retirement Planning Concerns
My Retirement Plan is clear, up to date, and not a concern at this time.
I’d like to know more about BayRock Retirement Planning.
I’d like to know more about working with BayRock to create a Retirement “Blueprint” to help guide my future financial decisions.
I’d like to know more about how BayRock can work with my current Advisory team to design Smarter Strategies and Better Results in my Retirement Plan.
I’m a professional Advisor and I want to know more about working with BayRock to deliver Smarter Strategies and Better Results for my current clients and prospective clients.
Investment Planning Concerns
My Investment Plan is up to date and I’m comfortable with the level of risk (and opportunity) in my investment plan. No Concerns at this time.
I’m concerned about the amount of risk I have in my current investment portfolio.
I’m concerned about the returns of my current portfolio and I want to discuss a more appropriate investment asset allocation moving forward.
I am a professional Advisor wanting to help a current client or prospective client gain more clarity and confidence in their investment plan.
Jim Munchbach
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