The Bay Street Experience

Who we serve


Expert advice and personal services for you

Bay Street Capital Holdings is built to provide the ultimate client experience for individuals, families, family offices, and select institutions. Whatever your goals may be, we are here to support and add value to your goals and objectives. We offer unparalleled advice and strive to provide the highest level of service for all clients from all backgrounds.

  • Adaptive.
  • Disciplined.
  • Focused.
  • Transparent.
  • Welcoming.

Our Values

Built for Clients

The foundation of every relationship is built on confidence, trust, and transparency. As a fiduciary, we are focused on putting the needs and interests of our clients first to help them achieve their objectives and goals. In an era of change and uncertainty, Bay Street can help navigate that way to complement your existing structure or develop a customized solution that meets your unique goals.

Your Focus | Our Expertise

Bay Street Capital Holdings is an independently owned advisory and wealth management firm that offers a comprehensive set of services dedicated to building and preserving the financial security of our clients. Whether you are an individual, family, family office, or institution, we welcome you and invite you to meet our team.

Financial Planning

Asset Management

Institutional Investors

Multi-Family Office

Real Estate

Awards and Recognitions

When you invest, it's good to know you're among the best


How can we help you?

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