Our Fiduciary Standard...

We believe in placing our clients' best interest first.


in our Fiduciary Oath, we commit to the following five fiduciary principles:

An Oath,

A Promise,

A Mission…

Our mission is to invest wisely to help you make money. Not by blindly taking on risk or lining our pockets with hidden fees, but by hearing about your financial goals and putting them first.. We’ll apply our advanced algorithms and decades of experience to strategically invest money where we know it will grow. We manage the risk, you invest with confidence.

#1 – We will always put our clients’ best interests first.

#2 – We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.

#3 – We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts.

#4 – We will avoid conflicts of interest.

#5 – We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

Advisor Signature

Dan Bauer

Advisor Name

Bauer Wealth Management


Advisor Signature

Stephen Heitzmann

Advisor Name

Bauer Wealth Management


During your research and interviewing – please take a copy of the Fiduciary Oath to any other advisers you are meeting with. Ask them to sign it.

Ensure you are working with someone who is truly putting YOU first.


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.

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