FINANCIAL SERVICES

Premium professional services for any stage of wealth
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Financial Services

We’re with you all the way.

From simple debt-slashing plans and budgets, to professional wealth management and protection… Our financial services will guide and support your journey at any stage.

Let us craft a custom strategy fit for your life.

Concierge Wealth Management

High-level wealth management, accumulation, and protection strategy. Professional premium human service on-demand, supported by algorithmic risk reduction running on your portfolio 24/7.

Financial & Retirement Planning

Personal and professional guidance customized for YOU. Everyone’s financial situation is different. We’ll customize your portfolio based on your long-term needs and goals.

Private Equity

Our private equity opportunities are derived from data, logic, and provable trends. We go through formal systems and processes to prospect, track, and analyze key performance metrics of companies being vetted.

Automated Investing

Modern technology has enabled you with the ultimate financial empowerment tools. Control your investments on-demand from anywhere in the world. No appointments necessary. 

Dave Ramsey SmartVestor Program

Backed by Dave Ramsey and armed with a portfolio of wealth building and protecting tools, we can help you get from wherever you are, to where you want to be. 

Ready to start?

Meet your own personal, professional advisor to craft a custom roadmap toward financial freedom.

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.

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