Haywood Wealth Management of Bay City

Haywood Wealth Management of Bay City is a wealth management firm in Bay City, TX, located at 2625 Bay Area Blvd Suite 120. The firm specializes in retirement planning for individuals and families, focusing on personalized strategies that prioritize comfort and confidence during the transition to retirement. Their approach rejects cookie-cutter portfolios, instead building plans based on each family's specific goals, concerns, and long-term financial security. They serve clients who are looking to navigate the complex decisions regarding income and financial stability that can impact the next 10, 20, or even 30 years of their lives.

The team is led by Justin Haywood, CFP, who serves as President and Director of Financial Planning. Justin has over 10 years of wealth management experience, having worked in the field since 2014, and holds the Certified Financial Planner designation obtained in 2021. He is a graduate of the University of North Carolina at Chapel Hill and operates as a fiduciary, meaning he is legally and ethically required to act in the client's best interest. Brittni Haywood serves as Vice President and Chief Compliance Officer, bringing a background in healthcare and a focus on compliance, operations, and client experience. She obtained her Investment Advisor Representative designation in 2023. The firm reports serving more than 100 families and has received over 50 media features. They describe themselves as 100% independent advisors with a combined 10 years of financial planning experience, emphasizing a personal approach that starts with understanding what is important to the client before building a plan.

The business holds a rating of 4.90 from the customers who have reviewed it. This positive reception reflects a client base that values the firm's personalized attention and fiduciary commitment. Haywood Wealth Management of Bay City stands out in the local wealth management category by offering independent, family-focused retirement planning led by a certified financial planner with a decade of experience.