Colorado Springs, CO Mark Dabling Blvd Office

Daniel Bauer is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has served as principal with Altruistic Investing, LLC since 2017 alongside his role at Bauer Wealth Management, where he has worked since 2010. Bauer Wealth Management (dba Bauer Heitzmann) offers investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm focuses on asset-class allocation using passive index products combined with tactical rebalancing and customized Investment Policy Statements, employing a range of strategies including derivatives, options, and borrowing in separately managed accounts.

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.