Bay Rivers Group Wealth Partners

Bay Rivers Group Wealth Partners Our mission is to deliver value to our clients through competent, independent, conflict-free financial advice.

As Christmas arrives, we’re reminded of the importance of slowing down and appreciating the people we’ve had the privile...
12/23/2025

As Christmas arrives, we’re reminded of the importance of slowing down and appreciating the people we’ve had the privilege of working with and supporting. That said, we’re truly grateful for your trust and partnership this time of year and always.

Our physical office will be closed Wednesday, December 24th, however, we will be working remotely until 1pm when financial markets close. Our office will remain closed Christmas Day and Friday, December 26th, although we will once again be working remotely until 4pm on Friday.

Wishing you a joyful and restful Christmas, surrounded by the people who matter most.

December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions...
12/16/2025

December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions. Take a look below at key information for Americans who are 73 years or older.

🔹If you turned 73 in 2025, you have until April 2026 to take your first distribution. However, you will need to take your second distribution by December 31, 2026. Taking both in 2026 could have negative tax impacts. Discuss the best course of action with your financial advisor.

🔹If you’re age 74 or older, the IRS requires you to take an RMD from certain retirement accounts by December 31st.

🔹Applicable accounts include: Traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, 403(b)s, and 457(b)s. However, the IRS does not require RMDs from Roth IRAs, Roth 401(k)s, or Roth 403(b)s while the account holder is living.

🔹Missing the deadline could result in a penalty of 25% of the RMD amount and 10% if corrected within two years for IRAs.

Have questions about RMDs or other investing matters? Give us a call today.

As Thanksgiving arrives, we want to extend a heartfelt thank you to our wonderful network. Your partnership, trust, and ...
11/27/2025

As Thanksgiving arrives, we want to extend a heartfelt thank you to our wonderful network. Your partnership, trust, and continued support mean the world to us.

Please note that our office will be closed on Thursday, November 27th, and Friday, November 28th, to allow our team to enjoy time with loved ones. However, we will be reachable by phone and email on Friday until 1pm. We'll resume regular business hours on Monday.

Wishing you a joyful, restful, and gratitude-filled Thanksgiving!

This November, we're focusing on the power of taking chances. Every success story begins with a moment of courage, the d...
11/19/2025

This November, we're focusing on the power of taking chances. Every success story begins with a moment of courage, the decision to try, even when the outcome is uncertain.

Whether you're launching something new, reimagining your goals, or stepping outside your comfort zone, now is the time to go for it. Progress doesn’t happen without action and sometimes, the biggest risk is not trying at all.

As always, if you’re ever in need of strategic support, we’re here to help. Give us a call anytime.

Think your financial knowledge is up-to-par? Let’s find out! Swipe through to take our quick, financial knowledge quiz.H...
11/13/2025

Think your financial knowledge is up-to-par? Let’s find out! Swipe through to take our quick, financial knowledge quiz.

How’d you do? If you're curious about financial strategies or need advice, we're always here to help. Give us a call anytime.

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who...
11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

Spooky season is here! Whether you’re trick-or-treating with little goblins, hosting a movie night, or handing out candy...
10/31/2025

Spooky season is here! Whether you’re trick-or-treating with little goblins, hosting a movie night, or handing out candy to your neighborhood crew, we hope your Halloween is filled with fun — and just the right amount of fright.

Wishing you a safe and happy Halloween!

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe th...
10/15/2025

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe through to separate facts from fiction.

Wondering if something you heard is a sound tip or just another scary story? Reach out to us. We’re here to help you navigate your investment journey with confidence.

October is Financial Planning Month, and there’s no better time to test your investment knowledge! Ready to challenge yo...
10/09/2025

October is Financial Planning Month, and there’s no better time to test your investment knowledge! Ready to challenge yourself? Swipe through to test your investment terminology knowledge.

How did you do? If you’re curious about these financial terms or have questions, we’re always here to help. Give us a call anytime.

As we transition into a new month, let's highlight some remarkable historical milestones that took place in September:🚢 ...
09/24/2025

As we transition into a new month, let's highlight some remarkable historical milestones that took place in September:

🚢 September 1, 1985 - Dr. Robert Ballard led a groundbreaking expedition that discovered the wreckage of the RMS Titanic, unveiling answers to a long-standing maritime mystery.

🏮 September 14, 1716 - Boston Light, America’s oldest lighthouse, cast its first guiding beam over Boston Harbor, becoming a beacon of safety for generations.

🌎 September 22, 1888 - National Geographic Magazine published its very first issue, sparking curiosity and inspiring exploration of our diverse world.

As September unfolds, we look forward to fresh beginnings inspired by past achievements. Which event stands out most to you? Let us know in the comments!

Today, we pause to remember the lives lost on September 11 and to honor the courage of the first responders and heroes w...
09/11/2025

Today, we pause to remember the lives lost on September 11 and to honor the courage of the first responders and heroes who answered the call. Patriot Day is a day of reflection and a reminder of the strength and resilience that can emerge from hardship.

As the year starts winding down, it’s a perfect time to take a fresh look at your finances. Swipe for two smart habits t...
09/09/2025

As the year starts winding down, it’s a perfect time to take a fresh look at your finances. Swipe for two smart habits to consider implementing this season.

Thinking about your next financial move? Let’s talk strategy. Contact us today.

Address

5107 Center Street B1
Williamsburg, VA
23188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

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