Bauer Wealth Management Inc.

Daniel Bauer is a financial advisor at Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63, 65, and 66 licenses with 23 years of industry experience. His career includes roles at Charles Schwab from 2000 to 2010 and as principal at Altruistic Investing, LLC from 2017 to 2020. Bauer Wealth Management is an SEC-registered advisory firm with a four-advisor team managing approximately $206 million for about 160 clients. The firm serves individuals, high-net-worth families, trusts, small businesses, and charitable organizations, focusing on long-term asset allocation using passive index products and tactical rebalancing, with portfolios that may include alternatives and derivatives.

Tristan Smith is a financial advisor at Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials with five years of industry experience. His work history includes roles at Fidelity Investments and Bauer Wealth Management. Bauer Wealth Management, operating as Bauer Heitzmann, manages approximately $206 million for around 160 clients, offering discretionary portfolio management, family office services, pension consulting, and financial planning primarily to individuals, high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs a long-term asset allocation strategy focused on passive index-based products combined with tactical rebalancing and utilizes a range of investments, including alternatives and derivatives, with some unique approaches to private funds and integrated family-office services.

Chris Franz is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 65 designation and six years of industry experience. He is the Managing Director of the Pioneer Fund, a private equity fund he founded in 2016 that focuses on sourcing, acquiring, and managing small manufacturing companies and limited partner investments. Prior to this, he has been associated with IPS, Inc. since 2005. Bauer Wealth Management (dba Bauer Heitzmann) serves individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs an investment approach centered on asset-class allocation combining passive index-based products with tactical rebalancing and customized Investment Policy Statements, and utilizes both traditional and private investment vehicles.

Stephen Heitzmann is a financial advisor at Bauer Wealth Management Inc. in Colorado Springs, CO, with 14 years of industry experience. He holds a Series 66 designation and has worked at Bauer Wealth Management since 2017, previously serving at Altruistic Investing, LLC, TIAA-CREF, and T. Rowe Price Advisory Services, Inc. He is the CEO of Altruistic Investing, LLC. Bauer Wealth Management, dba Bauer Heitzmann, is an SEC-registered advisory firm with a four-advisor team managing approximately $206 million for around 160 clients. The firm provides discretionary portfolio management, family office and concierge wealth management, pension consulting, and financial planning, primarily serving individuals, high-net-worth families, trusts, small businesses, and charitable organizations. Their investment approach focuses on long-term asset allocation using passive index-based products combined with tactical rebalancing and may include alternatives, derivatives, and leverage.