BayBridge

Pursue, Attain & Preserve what matters most to you. The BayBridge app, powered by BayBridge Capital Group, provides professional planning and personalized investment solutions by CERTIFIED FINANCIAL PLANNER professionals along your journey to Financial Freedom.

*NOTE: You must be an authorized BayBridge Capital Group client to use this app.*

If you are a client, please email rbatstone@baybridgecg.com for access.
If you are not a client yet, please visit www.baybridgecg.com/newclient to schedule a complimentary introductory call.

See all of your resources in one place with powerful context
Visualize your assets
Keep track of all account activity from multiple institutions
Analyze your performance, net of cost, and compare to indices
Powerful, one-click investment analysis
Access statements and confirmations from custodians
Review your Quarterly Report
Download your 1099s from multiple custodians
Upload your estate documents and instructions…just in case
Run .pdf reports to understand risk, uncover fees, and anticipate taxes
Learn and grow with commentary and relevant content
Schedule an appointment with your dedicated professional
View your continually updated financial plan
Monitor daily progress towards your goals
View your continually updated net worth