Bay Harbor Wealth Management
Bay Harbor Wealth Management, founded by Lance Scott, is an independent financial partner dedicated to helping clients achieve financial confidence both now and in the future. The firm specializes in comprehensive wealth management services, blending large endowment and institutional strategies for individual investors.
Bay Harbor offers educational workshops through Financial Planning 101, enhancing financial literacy among clients, while maintaining a commitment to fiduciary responsibility as an SEC Registered Investment Advisor. The firm has received industry recognition, including placements in prestigious lists such as the Forbes Finance Council and InvestmentNews' 40 Under 40, highlighting its impact and potential in the financial advisory sector.
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