ABOUT US
Led by partners Walter Bayne and Andre Pineda, the Bayne/Pineda team has more than 50 years of collective experience guiding individuals and families with a fiduciary commitment to pursue their financial goals and legacy planning. Our team offers a diversity of thinking and perspective to create an atmosphere of candor and openness. Understanding client values, interests, hopes and fears drives their financial advice and guidance.
Walter Bayne, Andre Pineda, and the entire team are deeply committed to providing exceptional client service. We prioritize understanding your unique financial goals, concerns, and aspirations. Through regular communication, we ensure that you have a clear understanding of your investment strategy, progress, and any adjustments made along the way. Your success is our ultimate goal.
Cary Street Partners is a leading independent financial services firm offering comprehensive wealth management services including investments, planning and financial advice. Cary Street Partners financial advisors serve individuals, families and institutions, operating in 17 offices across six states.
INVESTMENT PHILOSOPHY
Walter and Andre’s investment philosophy centers around building portfolios that align with each client’s goals, risk tolerance, and time horizon. Their approach emphasizes:
- Diversification: Constructing portfolios that are well-diversified across asset classes, sectors, and geographies to manage risk and enhance potential returns.
- Disciplined Strategy: Adhering to a disciplined investment process focused on long-term objectives, avoiding emotional reactions to short-term market fluctuations.
- Thorough Research: Conducting rigorous analysis and due diligence to identify investment opportunities that demonstrate strong fundamentals and align with our clients’ investment goals.
- Transparent Communication: Providing clear and open communication to keep our clients informed about their investments, portfolio performance, and market insights.
SERVICES & SPECIALTIES
• Investment & retirement planning
• Life & Long Term Care insurance
• Annuities
• Estate planning
• College planning
• Tax-efficient investing
OUR MISSION
We aim to provide a higher standard for our clients and our colleagues by supporting true independence of thought and always putting the client at the center of everything we do.
