Colorado Springs, CO Goddard Street Office

Bauer Wealth Management, dba Bauer Heitzmann, is an SEC-registered advisory firm with a four-advisor team managing roughly $206 million for about 160 clients. The firm provides discretionary portfolio management, family office and concierge wealth management, pension consulting, and financial planning to individuals, high-net-worth families, trusts, small businesses and charitable organizations, typically serving clients with net worths between roughly $500,000 and $15 million and many retirees and busy professionals.

The firm’s investment approach emphasizes long-term asset allocation using passive index-based products together with tactical rebalancing informed by fundamental and tactical analysis and modern portfolio theory. Portfolios may include ETFs and mutual funds as well as alternatives (private equity, private credit, real estate, venture capital), structured/market-linked notes and cryptocurrency, and the firm may employ hedging strategies, options and other derivatives — including the use of borrowing (leverage) and derivatives in separately managed accounts, an approach that is uncommon among peers.

Distinctive features include recommending and sponsoring private funds (including affiliated vehicles) and disclosing related conflicts of interest, with mitigation measures such as waiving advisory fees for clients who invest in an affiliated fund and deferring certain management fees on outsized private-fund markups until liquidation. The firm also offers integrated family-office services (e.g., FLLC/FLP structures and consolidated reporting), manages held-away retirement plan accounts through a third-party platform, and maintains institutional custodian relationships that provide operational and reporting benefits.