Kurt DiManna
CPA
Bay Point Wealth
Associate Financial Advisor
Kurt DiManna
CPA
Bay Point Wealth
Associate Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kurt DiManna, CPA
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
Kurt DiManna is an Annapolis, MD fee-only financial planner. Bay Point Wealth provides comprehensive financial planning, portfolio management, and tax planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kurt DiManna is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kurt DiManna is an Associate Financial Advisor at Bay Point Wealth. Kurt enjoys working with clients in the areas of tax planning and financial planning.
After working for 10 years in the public accounting industry in both Maryland and Florida, Kurt had the desire to work with clients through a more holistic approach. That led him to find a fee-only wealth fiduciary in the Annapolis area where he has recently moved.
Kurt earned his Bachelor of Science in Accounting at the University of Central Florida in Orlando, Florida. He earned his Certified Public Accountant license in 2020, where he is licensed in both Maryland and Virginia.
Kurt joined the Bay Point Wealth team in November 2022. He currently lives in the Annapolis area with his fiancé Sarah. Outside of the financial world, he enjoys watching and attending live sporting events and exploring Annapolis with his West Highland Terrier, Annie.
Certifications & Education
- Certified Public Accountant
- Bachelor of Science in Accounting at the University of Central Florida in Orlando
Specialties
- Tax Planning
- Financial Planning
Our mission at Bay Point Wealth is to integrate planning, investments, and taxes, with you at the center. The first step is understanding where you want your financial journey to take you. We use this foundation to build appropriate strategies, tailored to you.
We look at and integrate all aspects of your financial life, including your investments, taxes, insurance, and estate plan to provide advice in an unbiased, clear, and comprehensive manner. In interactive meetings, we will show you how different factors affect your financial future. In real time you can see how spending, investment returns, savings, and other factors will affect your wealth. Once you feel comfortable with your plan, we will design an investment portfolio that reaches your goals in a cost effective and tax efficient manner, maintaining as little risk as possible. Lastly, not only will we prepare your tax return, we will look for opportunities to minimize your tax burden and integrate your tax planning with your overall financial plan.
At Bay Point Wealth, you get comprehensive planning, investments, and taxes. Everything you need, all in one place.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kurt DiManna is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Kurt DiManna
Office Locations:
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582 Bellerive Road
Suite 4D
Annapolis, MD 21409
