Advisor Details

Financial Advisor in Scottsdale, AZ

Personal Bio

I am the Director of Planning at Bay Street Capital, a black-owned Registered Investment Advisor. Part of my mission is to make planning more widely available and accessible. I guide my customers in crafting and achieving their financial goals. My two guiding principles, along with being a fiduciary, are transparency and active communication.

Qualifications: CERTIFIED FINANCIAL PLANNER™

Accredited Asset Management Specialist™ 

+5 Years of experience

Firm Name

Bay Street Capital Holdings

Firm Bio

Bay Street Capital Holdings, a minority-owned firm, is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

Firm SEC/CRD #

299361

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NASAA

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Advisor SEC/CRD #

6468733

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    Disclaimer

    Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

    Reviews

    M
    Michael C Kovalich

    Bay Street has given returns on my portfolio way above par. William's insight into forecasting future returns based on industry and individual company trends is truly amazing. How William explains his logic is easy to understand and leaves on with comfort that the investment portfolio s well managed and balanced.

    R
    Rinchu Mathew

    We had a fantastic experience with the Bay Street team. We were novices in terms of financial planning and investment when we approached Ekenna and William. They started off by guiding us in developing a road map of where we needed to go financially and then helped us get started on that path.

    D
    Deena

    We are very thankful to be working with BSCH. They are very professional and resourceful. Looking forward to a long lasting relationship. Thanks Will and Ekenna.

    A
    Andres

    Working with Bay Street Capital Holdings has been an amazing experience. I have been able to have personal calls with my advisor, which is also the founder, and get great feedback. They listen to your goals and develop a plan to build a great portfolio.

    A
    Anicia

    I started working with Ekenna a little under a year ago and he has been fantastic. I finally feel like my finances are under control and I have a clear direction on how to create some financial security. And if I do have a question on new investments, he's quick and responsive!

    J
    Janet Fuqua

    I met William through a mutual friend who invited me to one of his on-line sessions. I learned more in that session than I have in any of the previous financial or investment seminars I've attended. William was genuinely concerned that he explained the concepts so that everyone understood and was available at the end of the session for questions if needed. the content of the session was of very good quality and very valuable to me as I was needing to make a decision about my future investments. I was so impressed I requested an individual consult and ended up transferring my accounts to Bay Street! I've not regretted my decision and am very pleased to have such a qualified and passionate advisor. I recommended him to my family members and also to the company where I work because of his passion and responsiveness.

    m
    mike lahey

    Ekenna and William are great financial planners! Take time listening to understand your long term goals for retirement!

Contact:

4111 N Drinkwater Blvd
Scottsdale, AZ 85251

ekenna@baystreetcapitalholdings.com

(650) 781-8880

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