Bay Wealth Management is a team of dedicated Financial Advisors based in San Francisco, CA, committed to providing quality strategies customized to clients' needs. With almost 20 years of industry experience, Senior Vice President Nicholas Tarrab, CFP, CEPA, offers wealth planning strategies tailored to high net-worth families, while also holding the unique credential of Certified Exit Planning Advisor to assist business owners with their personal finances. The team's mission is to be clients' primary source of financial advice, building lasting relationships based on trust and empowering clients to make confident financial decisions.
Michael McWhorter, CEPA, another Senior Vice President at Bay Wealth Management, brings over two decades of experience in the financial services industry. Specializing in advanced planning techniques, Michael helps clients with concentrated stock positions, retirement, estate, tax and insurance strategies, lending, and real estate considerations. He is dedicated to assisting business owners and entrepreneurs in creating a roadmap to realize value from their businesses as they plan for retirement. With a focus on proactive communication and attention to detail, Michael fosters enduring client relationships.
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