5755 Mark Dabling Blvd. #245

Colorado Springs, CO

CALL US

(719) 575-9000

Innovative Risk Management & Wealth Strategies

Meet your personal, professional advisor for modern finance solutions:

 

– EXCLUSIVE PRIVATE EQUITY ACCESS –

– FINANCIAL & RETIREMENT PLANNING –

– CONCIERGE WEALTH MANAGEMENT –

– AUTOMATED INVESTING –

– DAVE RAMSEY SMARTVESTOR PROGRAM –

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 an innovative model of Dynamic Risk Hedging (DRH). Check out our index returns to see how we’ve done.

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, or special situation, form of alternative investments for accredited investors and qualified clients.

Let us help you qualify!

Automated Investing

Bauer Wealth uses automated technology and advising to help our clients get started with high-end wealth management at a low cost and small investment minimum.

Years of Experience

With over 100+ years of combined experience, The Bauer Wealth crew has seen and made money off of it all!

 Invested

Bauer Wealth has invested millions and millions of dollars! We have the experience and knowledge on how to best invest your money.

Experienced Advisors

Our advisors bring strong character values, with an intimate understanding of portfolio management and all inclusive wealth management.

Fiduciary Standard.
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,"

Dave Ramsey

“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."

Warren Buffett

Contact

Get In Touch

For common inquiries please review our FAQ page.

We can also be reach by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Wealth associate by email.

A Firm That Takes Risk Management Seriously.

 

Bauer Wealth
5755 Mark Dabling Blvd | Suite 245
Colorado Springs, CO 80919

© 2020 Bauer Wealth Management in Colorado Springs is a Registered Investment Adviser (CRD#: 152977/SEC#: 801-71090) with the Colorado Division of Securities.  Registration does not constitute an endorsement of the firm by the Division of Securities and does not imply a level of skill or training. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.