Bayshore

Bayshore Wealth Advisors is a registered investment advisor offering financial planning and fee-only investment portfolio management for individuals, families, businesses, trusts, and retirement plans. The firm builds evidence-based portfolios around each client's financial plan, with services covering retirement planning, cash flow management, education planning, and estate and income tax planning.

The advisors work with a limited number of client relationships and serve clients in a fiduciary capacity. Founder Gabriel M. Bustamante has been an investment advisor since 1998, and Gabriel J. Bustamante is a CPA and CERTIFIED FINANCIAL PLANNER practitioner. The office is at 121 Alhambra Plaza in Coral Gables, and clients can reach the firm by phone or email.