A complete list of active advisors currently associated with Bazis Private Wealth, LLC
Warmer can help you find a great advisor at Bazis Private Wealth, LLC or one who fits your needs even better.
Bazis Private Wealth LLC provides investment advice and planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The firm offers written financial planning and consulting along with ongoing portfolio management through its Private Portfolio Management (PPM) program and retirement-plan services. The firm manages client accounts on a discretionary or non‑discretionary basis and emphasizes asset allocation as its primary approach, drawing on fundamental and charting analysis to construct portfolios across equities, fixed income, options and other instruments. Bazis also reviews and advises on alternative investments and uses both strategic equity positioning and laddered bond purchases as part of its investment process. Compared with many peer teams, Bazis operates exclusively as a wrap‑fee program sponsor for its asset management services, a structure that is uncommon among similar firms, and it manages approximately $244 million in discretionary client assets. It also offers ERISA fiduciary consulting and discretionary plan management and provides limited alternative‑investment due diligence and structured‑product capability, which broadens the firm’s service set relative to many team advisors.
To learn more about the advisors currently working at Bazis Private Wealth, LLC, 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 |
|---|---|---|
Omaha, NE
| 26
| |
Omaha, NE
| 4
| |
Omaha, NE
| 1
| |
Omaha, NE
| 11
|
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