Dynamic Risk Hedging.
Smart Risk Management.
Bauer Wealth has decades of experience building, managing and protecting wealth. With our backgrounds in wealth management, entrepreneurship, private equity investments and family life – we understand how complicated things can get and how important it is to secure your future. We therefore utilize innovative investment management techniques and in-depth financial planning to serve our clients.
Concierge Wealth Management
Here at Bauer Wealth, we create personalized investment plans for each client. We know that everyone has different financial goals. So we combine advanced monitoring algorithms with decades of experience to strategically invest money where we know it will grow while also minimizing risk.
Financial & Retirement Planning
Rest assured your advisor is making the best decisions for your future. We are held to a fiduciary standard, meaning, our firm requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice, while also being 100% transparent.
Private Equity Access
We can offer private equity investments to our clients. Private Equity Investments are a specialized form of alternative investments for accredited investors and qualified clients. Let us help you qualify!
wealth management for entrepreneurs
Every entrepreneur’s financial situation and goals are different. We help entrepreneurs manage their personal and business financial direction and achieve their goals.
Years of Experience
With over 100+ years of combined experience, The Bauer Wealth crew has seen and made money off of it all!
Bauer Wealth has invested millions and millions of dollars! We have the experience and knowledge on how to best invest your money.
Our advisors bring strong character values, with an intimate understanding of portfolio management and all inclusive wealth management.
How we work for you – and only you.
Our mission is plain and simple: to help you accumulate and protect your wealth. We don’t blindly risk your assets by lining our pockets with hidden fees and commissions. We serve you independently by hearing your financial goals. We’ll apply our advanced algorithms and decades of experience to strategically invest money where we know it will grow or be safer. We manage and minimize risk to help you invest with confidence.
"If you live like no one else, later you can live like no one else,"
“Do not go where the path may lead, go instead where there is no path and leave a trail.”
Ralph Waldo Emerson
"Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1."