We believe that a person’s financial health is just as important as their medical health, and it should be approached in a similar way. To care for their physical health, people will get check-ups, second opinions, and seek resources to keep up with changes in the medical arena. The same should be done for one’s financial health, and it should be made a priority.


We know that there is a lot of information out there, just as in the medical field, and it can be difficult to keep up with. That is why specialists, like us, exist. We dedicate our professional lives to knowing the ins-and-outs of the ever-changing financial world, how it can affect people’s financial health, and possible strategies for building a strong financial future.


We are financial advisors who understand the complexities of financial planning and know that there is a need to educate our community and to encourage people to start taking their financial health as seriously as their medical health. We offer free workshops to share knowledge with members of our community and help guide them to a path of financial security.

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©2019 by Bay Harbor Wealth Management, LLC

Financial Planning 101 is the name of the financial education workshops Bay Harbor Wealth Management, LLC conducts. Fiduciary investment advisory services offered through Bay Harbor Wealth Management, LLC, an SEC Registered Investment Adviser. SEC Registration does not imply any certain level of skill or training. Non-fiduciary insurance services offered separately through Bay Harbor Insurance, LLC. Educational institutions are not affiliated with Bay Harbor Wealth Management; they serve as the workshop locations only and do not sponsor or endorse Bay Harbor Wealth Management or its workshops. Bay Harbor Wealth Management does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.

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