7680 Goddard St. #213

Colorado Springs, CO

CALL US

(888) 702-0214

Our Fiduciary Standard...

We believe in placing our clients' best interest first.

Therefore,

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

Firm

Advisor Signature

Stephen Heitzmann

Advisor Name

Bauer Wealth Management

Firm

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.

Contact

Get In Touch

For common inquiries please review our FAQ page.

We can also be reach by telephone at (888) 702-0214 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
7680 Goddard Street | Suite 213
Colorado Springs, CO 80920

© 2019 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.