Be proactive on the road to financial independence.

"Even if you're on the right track, you'll get run over if you just sit there" ...Will Rogers

WORKING WITH US

Putting our resources and perspectives to work for you.

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CAPABILITIES

Strategic solutions that align with your goals and priorities.

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LATEST THINKING

Financial capital meets intellectual capital.

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OUR PRODUCTS

Stay on your path to financial confidence with our wide range of offerings.

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RESEARCH & INSIGHTS

Explore tools, tips and insights for your finances.

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ESSENTIALS

Mastering the essentials will put you in charge.

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Baytree Capital: Strengthening futures since 1990

We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations?
We will work with you to develop strategies that are designed to address your priorities and financial needs. Baytree Capital provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.
As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

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Strategies designed to help you achieve your goals

As a client of Baytree Capital Associates LLC Investment Banking & Advisory Group, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

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Baytree Capital clients can benefit from the latest thinking of some of the brightest minds in the financial industry.

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Your dedicated Baytree capital team is ready to help you pursue what's most important to you.