Bauer Wealth Management Inc.

Bauer Wealth Management, Inc., operating as Bauer Heitzmann, is a Registered Investment Adviser founded in 2010 in Colorado Springs, Colorado. The firm is owned and operated by Daniel Bauer, Stephen Heitzmann, Joseph Breakey, and Christopher Franz. Bauer Heitzmann serves as a fiduciary to clients, upholding a duty of loyalty, fairness, and good faith. The firm offers investment advisory services to individuals, high net-worth and ultra-high-net-worth families, trusts, estates, small businesses, corporations, and charitable organizations. Clients typically have a net worth between $500,000 and $15,000,000 and household income of $200,000 to $1,000,000. The firm provides tailored services based on clients' unique situations, considering risk profile, investment objectives, and life goals. Investment recommendations may include public equities, fixed income, private equity, real estate, and more. Bauer Heitzmann offers Family Office Client Services, Concierge Wealth Management, Investment Management Client Services, and Discretionary Services. The firm's investment strategy focuses on long-term asset allocation and risk management. Clients have the opportunity to place reasonable restrictions on their investments. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. Bauer Heitzmann does not have any disciplinary events, and its team members have extensive experience and educational backgrounds in finance and related fields. Supervision is maintained by the firm's leadership team, ensuring compliance and ethical practices.