Bay Point Wealth
Bay Point Wealth
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Samantha Sachs, CPA, MBA
Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country
Samantha Sachs is an Asheville, NC 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, Samantha Sachs is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
After gaining her experience at the fifth largest accounting firm in the country, where she specialized in tax services and wealth management, Samantha Sachs moved to St. John in the US Virgin Islands to own and operate a sailing charter company. After growing and selling her company, she returned to the mainland and moved to Asheville, North Carolina where she opened JSK Financial’s Asheville office and now continues to run it as Bay Point Wealth.
She works hard and knows how hard you work, too! Samantha’s tax, business, and financial planning experience gives her the unique ability to help business owners from start-up to exit while integrating their personal financial planning and investment managing throughout their growth.
She’s worn a lot of hats and she understands you wear them too. Samantha is committed to making sure you can focus on your favorite responsibilities, while she helps you balance the others. It’s not just the financial stuff. Because she knows how diverse your responsibilities as a business owner can be, you’ll see her recommending marketing software, suggesting the right fit for your next new hire, and helping you solve that computer glitch.
Samantha loves working with business owners and takes pride in helping them reach their goals. She will make sure you take advantage of tax-saving strategies that will help your business succeed and grow your personal wealth.
When she’s not making your financial dreams come true, she’s chasing her 5-year-old around, training Muay Thai, racing cyclocross, and spending time in the forest.
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.
- Comprehensive Financial Planning
- Investment Portfolio Management
- Tax Planning
- College Education Planning
- Retirement Income Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Samantha Sachs 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 Samantha Sachs
Asheville, NC 28801