www.bayareawealthmanagement.com
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Submitted URL: http://bawmg.com/
Effective URL: https://www.bayareawealthmanagement.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.bayareawealthmanagement.com/
Submission: On March 08 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 12647 Alcosta Blvd., Suite 370, San Ramon, CA 94583 (925) 804-6784 info@bawmg.com Client Login Menu * Home * About * Meet The Team * Our Process * Build Your Plan * Mission Statement * Services * Useful Links * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Blog * Events * Contact * Careers BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES All about how missing the best market days (or the worst!) might affect your portfolio. Learn More WELCOME TO BAY AREA WEALTH MANAGEMENT GROUP Over 130 years of combined investment and wealth management experience. Learn More HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES All about how missing the best market days (or the worst!) might affect your portfolio. Learn More WELCOME TO BAY AREA WEALTH MANAGEMENT GROUP Over 130 years of combined investment and wealth management experience. Learn More HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More "AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST." - BENJAMIN FRANKLIN OUR PROCESS Years of experience have prepared us to guide you through life's transitions. Learn more OUR SERVICES We create strategies that are tailored to your needs and goals. Learn more OUR MISSION Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more YOUR FINANCIAL FUTURE Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions. Build Your Plan CLIENT CENTERED Whether you are investing to build wealth, protect your family through insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Learn more MEET OUR TEAM DAVID BONN MANAGING PARTNER CA INS. LICENSE: # 0E26844 Financial Professional Registered Representative 925-804-6784 ext 104 925-804-6788 dbonn@bawmg.com DONN LEVINE, CHFC®, CLU® CA INS. LICENSE: #0586447 Wealth Manager Investment Advisor Representative 925-804-6784 ext 106 925-804-6788 dlevine@bawmg.com HARRY BONN, CHFC®, CLU® MANAGING PARTNER CA INS. LICENSE: #0574947 Wealth Manager and Investment Advisor Representative 925-804-6784 ext 103 925-804-6788 hbonn@bawmg.com JAIMIE KLEIN Administrative Support Manager 925-804-6784 ext 109 925-804-6788 jklein@bawmg.com JONATHAN MARTIN, CHFC®, CFP®, RICP® CA INSURANCE LICENSE: #0I04761 Wealth Manager, Investment Advisor Representative 415-655-6821 925-804-6788 jmartin@bawmg.com MARILYN SPRINGEL Administrative Support Manager 925-804-6784 ext. 110 925-804-6788 mspringel@bawmg.com MARK SALVAIL, LUTCF® CA INS. LICENSE: #0527848 Financial Professional Registered Representative 925-804-6784 ext 105 925-804-6788 msalvail@bawmg.com MICHAEL G. TATE, CFP® MANAGING PARTNER CA INSURANCE LICENSE: #0B01142 Wealth Advisor Investment Advisor Representative 925-804-6784 ext 102 925-804-6788 mtate@bawmg.com NIKOLAI PAPA MANAGING PARTNER CA INSURANCE LICENSE: #0G91790 Wealth Advisor Investment Advisor Representative 925-804-6784 ext 101 925-804-6788 npapa@bawmg.com PHILIP BOMBACE, RICP® CA INSURANCE LICENSE: #0632435 Wealth Manager, Investment Advisor Representative 415-902-4088 925-804-6788 pbombace@bawmg.com SANJAY DHAR Wealth Manager, Investment Advisor Representative 925-399-1316 925-804-6788 sdhar@bawmg.com HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! DOWNLOAD OUR FREE EBOOK If you're like many Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Get the Ebook CONTACT Office: (925) 804-6784 Fax: 925-804-6788 12647 Alcosta Blvd. Suite 370 San Ramon, CA 94583 info@bawmg.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of CA CT NC NV OR TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.