WEALTH MANAGEMENT
Exclusive premium concierge-style services for valuable people and portfolios TALK TO AN ADVISORLEARN MORE (FREE EBOOK)Personal & Professional Wealth Management:
Independent RIA & Fiduciary
Premium Service & Protection
Clear Results & Returns
TRULY INDEPENDENT:
Certified Fiduciary & RIA = unbiased loyalty to you.
We protect, serve, console, and reassure our clients and friends with unparalleled perspective, leadership, and service. We are the safeguard for their futures and help them, the most productive people in the world, change lives for the better
We do this by simplifying the inevitable complexity of success by using cash-flow-based financial modeling. Long-term models that take into account all aspects of our clients’ financial lives help make clear, data-driven decisions in the short term. Most importantly, it provides easy control over an increasingly complex financial world..
UNRIVALED SERVICE:
Concierge wealth management, planning, and proactive strategy
We’re a small team with big network and plenty of resources. You and your portfolio will receive first-class priority and spectacular attention to detail. In addition to our concierge-style wealth management service, you’ll receive premium financial planning service, exclusive tools/insights, and proactive portfolio management.
Don’t get lost in the shuffle of corporate complexity at other firms talking to thousands of clients per day. You deserve an advisor with the proper experience, focus, and attention for your portfolio to stay on target.
Ready to get started?
Our premium wealth management services are currently available to those with investable assets of: $1,000,000
Meet your independent RIA to craft the perfect wealth management strategy for your life.
Contact
Get In Touch
For common inquiries please review our FAQ page.
We can be reached by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Heitzmann associate by email.
Frequently Asked Questions
What is Wealth Management?
Wealth management is a consultative service provided only to high net-worth individuals that aids in managing investments and other financial services.
Our concierge wealth management service provide far more value than most firms. It includes premium financial planning, exclusive tools/insights, 24/7 Proactive Downside Risk Protection, and limited private deals.
How Do I Know if Wealth Management Is Right for Me?
If your net-worth is more than $250K… You probably need a wealth manager.
If your net-worth is more than $500K… You really need a wealth manager.
If your net-worth is more than $1M… You absolutely need a wealth manager
Wealth management is for anyone serious about strategically accumulating, investing, and protecting their assets. Even if you don’t meet the net-worth requirements right now – you should start talking with a financial planner set the proper foundation of building wealth.
What does a wealth management firm do?
A wealth management firm helps individuals accumulate, invest, and protect their wealth through the following services:
- Wealth & Financial Planning
- Investment & Portfolio Management
- Private & Exclusive Offerings
- Asset & Risk Protection
Why is wealth management important?
Wealth management is important for high-net worth individuals to minimize the total risk, losses, and fees associated with buying/selling/owning/managing high value assets and investments. Some firms focus on promote aggressive growth, but most clients utilize wealth management for risk prevention and protection.
What are the benefits of wealth management?
The most important benefits of Wealth management are:
- Minimized fees, costs, losses
- Professional strategy & long-term vision
- Private offers, deals, and opportunities
- Day-to-day Investment & portfolio management
- Experienced, trustworthy advice