FINANCIAL SERVICES
Premium professional services for any stage of wealthFinancial 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.
A Firm That Takes Risk Management Seriously.
Contact
(719) 575-9000
info@bauerwealthmanagement.com
M-F: 8am-5pm
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.