Bayside Financial Group

Imagine a firm with experienced, independent professionals who are focused single-mindedly on the accomplishment of your most cherished financial goals. Welcome to Bayside Financial Group.

Our mission is to provide independent and objective financial solutions in a warm, friendly, professional environment.

Our ideal clients are conservative by nature and prudent with money. They have the ability to manage their own financial affairs, but understand that time is better spent doing what they love. Our clients are retired or nearing retirement. They are professionals, business owners, retirees, and public employees who want to grow their wealth and efficiently pass it on to the next generation.

If you have $500,000 or more, Bayside Financial Group is here to help you visualize your ideal lifestyle and develop the financial strategies to reach them. While all of our clients are unique, they have one thing in common; they want a long-term, independent advisory relationship with open communication and clearly defined goals and objectives.  We look forward to hearing from you.

 

Douglas W. Grover CFP®

Wealth Advisor
doug@baysidefinancialgroup.net

Doug Grover, CFP®, has built a successful career helping his clients prepare and enjoy their retirements.  He specializes in showing his clients how to avoid outliving their money.  His clients are conservative by nature and prudent with money and are in

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Wendy Grover

Office Manager
wendy@baysidefinancialgroup.net

Over the last 20 years, Wendy has worked as a sales & marketing professional in the automotive aftermarket and sports industry, and also helped run a small nonprofit organization.  Her experience includes new business development overseeing multi-million dollar budgets; managi

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Bayside Financial Group manages assets for individuals and families, providing investment management, and financial planning services.

 

Financial Planning

(through Cambridge)
 

Retirement Planning

(through Cambridge)
 

Investments

(through Broker/Dealer Cambridge Investment Research, Inc.)
 

Insurance

(through Bayside Financial Group)

Latest Blog Posts

How to Stay Invested in Volatile Markets Without Losing Sleep

Doug Grover |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...

5 Tax-Saving Strategies to Keep More of Your Money

Doug Grover |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Doug Grover |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...