A complete list of active advisors currently associated with Bauer Wealth Management Inc.
Warmer can help you find a great advisor at Bauer Wealth Management Inc. or one who fits your needs even better.
The firm provides wealth and investment advisory services to individuals, high net‑worth and ultra‑high‑net‑worth families, trusts, estates, small businesses and pension plans. Offerings include integrated family‑office and concierge wealth management, standalone investment management, pension consulting and financial planning, with a client base that largely consists of retirees, professionals and households with net worths commonly between $500,000 and $15,000. The firm combines passive, index‑based exposures with tactical rebalancing informed by fundamental and tactical analysis and modern portfolio theory, and implements customized Investment Policy Statements for each client. Portfolios may include public equities and fixed income as well as alternatives (private equity, private credit, real estate), structured/market‑linked notes and cryptocurrency, and the adviser uses third‑party managers and a third‑party held‑away platform for retirement accounts as part of its implementation. Notable differences from many peers include the firm’s explicit use of derivatives and options strategies (including hedging and covered‑call strategies) and its willingness to recommend borrowing or direct lending against concentrated holdings within separately managed accounts—practices that are relatively uncommon for firms of this size. The firm also sources and recommends private funds in which firm owners may participate, discloses those conflicts, and maintains a policy to defer certain management fees on private fund markups, reflecting its integrated family‑office orientation.
To learn more about the advisors currently working at Bauer Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 23
| |
Colorado Springs, CO
| 6
| |
Colorado Springs, CO
| 14
| |
Colorado Springs, CO
| 4
|
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