Because Everyone Should Have A Financial Plan.

Ekenna Anya-Gafu, CFP®, AAMS®

Financial Wellness

For You and Your Loved Ones

One-On-One Sessions
Family-Focused Financial Wellness Workshops
Financial Literacy Assessments

Accomplish Your GoalsWork with a Certified Financial Planner to demystify your finances
Stay On TrackSchedule quarterly check-ins and ad-hoc reviews
Life HappensTackle the highs and the lows of life and avoid emotional pitfalls

We Take Performance Seriously

FINRA Accredited Designations

Charted Financial Analyst - CFA
Certified Financial Planner - CFP
Accredited Investment Fiduciary - AIF
Certified Public Accountant - CPA
Accredited Asset Management Specialist - AAMS

Financial Planning

Black Wealth Managers

Wealth management is one of the financial services under investment ad...

William Huston, CCO, AIF®September 16, 2021

Investing Ideas

Black-owned Life Insurance Companies

Life insurance is a legal contract between a life insurance policyhold...

William Huston, CCO, AIF®September 04, 2021

Why Bay Street?

We are a performance-oriented team that understands how important it is to show up ready to win everyday.
Our numbers tell the story:

TRUSTED

100%

year-over-year client retention rate.

TWO-WAY LOYALTY

100%

year-over-year advisor retention rate

DEEP EXPERIENCE

14
YEARS

of experience providing advice to institutions

Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

CONTACT US

Disclosures & Disclaimers
© 2021 Bay Street Capital Holdings